Using Payment Plans

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 ...
Sun, 11 Nov, 2018 at 10:15 AM
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...
Sun, 11 Nov, 2018 at 10:15 AM