Apptivo’s Invoices app allows you to schedule the payment of the invoices partially.
Steps to Enable
- Login and access the Invoices app from the universal menu.
- Click on the More(...) icon and select the Settings.
- In the Settings page, click on the Payments and selects the Payments Schedule.
- Enable the Toggle to schedule the payment while creating the invoice.
- Changes will get updated automatically.
Steps to set up Payment Schedule
- Click on the Create invoice button from the invoice home page.
- Add the basic and necessary details to create an invoice.
- Scroll down to view and add the Products or services provided.
- Under the Summary section, you can view the Payment Schedule table.
- Here, you can divide the invoice total amount into the multiple payments based on the Percentages.
- Click on the + icon to add the line.
- For example, the invoice total amount is $500 but the customers want to pay in 2 terms. In that case, you can divide and schedule the payment into 50 % and 50%. With that, the customer can pay 50% in one schedule and another 50% percent in another schedule as per the added Payment terms and Due Date.
- Here, the invoice is divided into two installments like 50 - 50 percentages.
- Change the Due date accordingly.
- After dividing the invoice total, add the Payment terms and the due dates as per your preferences.
- Then, click on the Email Invoice.
- The Invoice will get created and sent to the Customer email address with the Make Payment option.
- The customer can click on the Make Payment option and make payment as per the scheduled payment according to their payment terms.
- By clicking on the Make Payment option, the Invoice payment will get open.
- Then, scroll down to view the Pay now option.
- By clicking on the Pay Now button, the customer will get an option to choose the payment as per the Schedule.
- By default, all payments will be selected. By using the tick option to add or remove the payments as per the schedule, they can Make Payment by adding the card details.
