Create Custom Pay Schedule in Documents and Invoices
C
Cole (Flourish) Glover
- Add product to proposal for service (documents)
- Select Invoice Type - Custom Schedule
- Be able to choose from a payment schedule template.
For example, we always do a down payment and monthly payments until the paid-in-full due date, which is 60 days prior to the services are renderred. We should be able to make a template for this price so our clients can choose that option easily.
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S
Sales & Marketing
Merged in a post:
Flexible invoice payment schedule by month/week/days before final due date
J
Jesse Hall
We have many clients that would like to have the payments schedule to be able to set them as 6 month, 3 months, 1 month before the final due date of the invoice instead of needing to set the specific date for every payment. This would greatly speed up the efficiency of setting up payments schedules.
Our use case is for wedding/event venues that have an invoice for the venue rental fee that is a 25% initial deposit up front, then 25% due 6 months before the event, 25% due 3 months before the event, and the final 25% due 1 month or 7 days before the event.
This could also apply to many home services or service-based use cases that need to charge 50% up front, 25% 3 months before project completion, 25% 1 month before project completion, etc.
S
Sales & Marketing
Merged in a post:
Saved Payment Plan Options
E
Elaine Turso
Would love to be able to use a drop down menu to grab payment plan options: ie: 50/50 with due date based on event (ie: wedding). Having the ability to save them will save time and not have to create a new payment plan with each invoice (Love that new feature btw!)