How to Create Payment plan Invoice?

  • To create a payment plan invoice, Please click on the 'New Invoice' and select the Payment plan option.

  • Once you select the payment plan then enter the amount and select the recurring period( Daily, Weekly, Monthly, or Yearly), and enter the number of payments you want to take in End after X payments. For example: If you want to charge a total of $ 1500 in 3 installments on monthly basis then divide the amount by 3 ( $ 1500/3= $ 500), enter $ 500 in the amount section, select a monthly recurring period, and enter 3 in End after X payment. This way it will take 3 payments of $ 500 on monthly basis and stop automatically. Below is the screenshot.

  • Also, you can choose the currency from the advance options for your invoice. 

  • Save the invoice, and that's it. You're done.
  • Email us at if you have any questions.