Once you have created the invoice and are ready to create a payment plan for the invoice, you can click "Process Payment".

Once in the process payment section, you can click "Schedule Payment".

You will need to choose payment frequency, start date, stop when payments equal (normally will be the full total of the amount due), and the payment amount per transaction. Below I chose that beginning 3/25/21, $200.00 will be paid weekly until the balance equals the total amount due, which is $2530.00.

Next, you will enter a payment method:

Once the payment method is entered, check the box and click schedule payment.

Next, you can go to the Payment tab and you will see the payment schedule, amount due on each date, and have the ability to cancel or edit a payment as needed.

You can edit the payment plan schedule to select custom dates for payment schedules by clicking "edit payment plan" and clicking on the date. By clicking on the date you can change the date the client will pay the amount on.

Tags: payment plan, how to edit payment plan, how to create payment plan, create payment plan