To configure Invoices onto a Payment Plan, follow these steps:
- In the Invoices section of the sidebar, select the invoice you wish to apply a payment plan to.
- Inside the invoice select the top ellipses and select Put on Payment Plan.
- In the Add Payment Plan window select the Number of Payments.
- Select the Start Date.
- Choose a Deposit amount if you chose to.
- Select the fee amount.
- Configure the payment type.
- You may configure the amount due on each payment of the plan here.
- Select Save Payment plan to finalize.
- You may view the payment plan details in the invoice now.