Working with Payment Plans

Payment plans allow you to create an easy way for customers to pay off existing invoices in partial amounts over time.

Overview of Payment Plans
The Payment Plan feature allows you to create an easy way for customers to pay off existing invoices in partial amounts over time.  The Payment Plans...
Tue, 31 Oct, 2017 at 4:34 PM
Adding a Payment Plan
To define a payment plan, complete the following steps: Select Payment Plans from the left navigation area. Select Add Payment Plan. Enter t...
Thu, 20 Jul, 2017 at 4:21 PM
Deleting a Payment Plan or Payment Plan Invoice
To delete a payment plan, complete the following steps: Find the payment plan or payment plan invoice you want to remove from the Payment Plans screen. ...
Mon, 18 Sep, 2017 at 11:19 AM
Sending an Introduction Email for Payment Plans
You can define whether or not InvoiceSherpa sends an email for the down payment when creating a payment plan. To indicate whether to send a payment plan...
Mon, 18 Sep, 2017 at 11:20 AM
Customizing the Payment Plan Introduction Template
A payment plan template defines the email that a customer receives if you create a payment plan to pay off an invoice in partial amounts over time. The mess...
Mon, 18 Sep, 2017 at 11:21 AM