How do I schedule the payments in the Invoices App?

Updated on August 17, 2020 09:09PM by Admin

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.
Create invoice

  • Scroll down to view and add the Products or services provided.
Products - items

  • 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.
Payment Schedule

  • 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.
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.
Make Payment

  • By clicking on the Pay Now button, the customer will get an option to choose the payment as per the Schedule.
Pay Now

  • 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.
Choose payments