# How to Set Up Flexible Payment Plans in Invoices > We are excited to announce capability to add Payment plans to invoices Users can now split their invoices into a payment plan installments A split can be… - Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-set-up-flexible-payment-plans-in-invoices - Section: Payments / Invoices & Estimates - Reading time: 1 min - Images: 5, each explained below - Modified on Wed, 4 Feb at 10:42 AM --- We are excited to announce capability to add Payment plans to invoices - Users can now split their invoices into a payment plan installments - A split can be made both on Percentage basis as well as amount basis - Each split carries with it a Due Date and Payment Status of that split. Notifications will go on split's due date reminding user to Pay their installment (if not paid already) - Payments can be done only in predefined split and user can choose to pay one or more installment at a go. An Invoice will get paid once all installment are paid. --- ## **How to Use?** - Click on add payment schedule in an invoice ![Screenshot 2024-05-28 at 10](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155029967055/original/aoxP_KwTddL0mCqUhjG7fNc_nvZWZ05uYQ.jpeg) **Step 1 of 2: Click on add payment schedule in an invoice** This screenshot accompanies step 1 of 2 in the "How to Use?" section of "How to Set Up Flexible Payment Plans in Invoices". At this point in the walkthrough you click on add payment schedule in an invoice. The next step is to set up the payment terms with a percentage or fixed amount and send it. - What to click: Click on add payment schedule in an invoice - Next: Set up the payment terms with a percentage or fixed amount and send it Full procedure: 1. Click on add payment schedule in an invoice <- this image 2. Set up the payment terms with a percentage or fixed amount and send it - Set up the payment terms with a percentage or fixed amount and send it ![Screenshot 2024-05-28 at 10](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155029967054/original/4yeIaZwUlcs2xDcz0ap3N_zdrFvVSF03mQ.jpeg) **How to Use? (image 2 of 5)** This screenshot appears in the "How to Use?" section of "How to Set Up Flexible Payment Plans in Invoices". The text alongside this image reads: Click on add payment schedule in an invoice Set up the payment terms with a percentage or fixed amount and send it. Immediately after, the guide continues: User will view the invoice with ability to view the plan on the invoice. - What to click: Click on add payment schedule in an invoice Set up the payment terms with a percentage or fixed amount and send it - Next: User will view the invoice with ability to view the plan on the invoice Full procedure: 1. Users can now split their invoices into a payment plan installments 2. A split can be made both on Percentage basis as well as amount basis 3. Each split carries with it a Due Date and Payment Status of that split. Notifications will go on split's due date reminding user to Pay their installment (if not paid already) 4. Payments can be done only in predefined split and user can choose to pay one or more installment at a go. An Invoice will get paid once all installment are paid. - User will view the invoice with ability to view the plan on the invoice ![Screenshot 2024-05-28 at 10](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155029967053/original/0N7aokfiRpG9CKnNgEbLoZCAybTwTvkKXA.jpeg) **How to Use? (image 3 of 5)** This screenshot appears in the "How to Use?" section of "How to Set Up Flexible Payment Plans in Invoices". The text alongside this image reads: User will view the invoice with ability to view the plan on the invoice. Immediately after, the guide continues: User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox. - What this covers: User will view the invoice with ability to view the plan on the invoice - Next: User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox Full procedure: 1. Users can now split their invoices into a payment plan installments 2. A split can be made both on Percentage basis as well as amount basis 3. Each split carries with it a Due Date and Payment Status of that split. Notifications will go on split's due date reminding user to Pay their installment (if not paid already) 4. Payments can be done only in predefined split and user can choose to pay one or more installment at a go. An Invoice will get paid once all installment are paid. - User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox ![Screenshot 2024-05-28 at 10](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155029967056/original/2B7ecTZj66uH1euzsP8uK5FsGCJRtCP0Fw.jpeg) **How to Use? (image 4 of 5)** This screenshot appears in the "How to Use?" section of "How to Set Up Flexible Payment Plans in Invoices". The text alongside this image reads: User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox. Immediately after, the guide continues: We are solving one major use case here: For medium to large ticket invoices, we have often gotten a requirement that user wants to pay their invoices in installments. While we already have Partial payment, that gives control to payer of…. - What to choose: User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox - Next: We are solving one major use case here: For medium to large ticket invoices, we have often gotten a requirement that user wants to pay their invoices in installments. While we already have Partial payment, that gives control to payer of invoice to control what amount to be paid when, With this feature, we are giving control in hands of Payee of invoice of the installment size in which Invoice should get paid. Full procedure: 1. Users can now split their invoices into a payment plan installments 2. A split can be made both on Percentage basis as well as amount basis 3. Each split carries with it a Due Date and Payment Status of that split. Notifications will go on split's due date reminding user to Pay their installment (if not paid already) 4. Payments can be done only in predefined split and user can choose to pay one or more installment at a go. An Invoice will get paid once all installment are paid. **Why this feature?** We are solving one major use case here: For medium to large ticket invoices, we have often gotten a requirement that user wants to pay their invoices in installments. While we already have Partial payment, that gives control to payer of invoice to control what amount to be paid when, With this feature, we are giving control in hands of Payee of invoice of the installment size in which Invoice should get paid. --- ## **Frequently Asked Questions** **Q: Can I customize the reminder emails sent for scheduled invoice installments?** Yes. You can now customize, enable, or disable the **Payment Schedule Received** notification for invoices that include a payment schedule. Go to **Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications**, then locate **Payment Schedule Received** and edit the Email/SMS template (or toggle it off). ![Frequently Asked Questions (image 5 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064205108/original/t_RrzNWXuW9vmTwZKldqEeG3xjdI_9cUsw.png) **Frequently Asked Questions (image 5 of 5)** This screenshot appears in the "Frequently Asked Questions" section of "How to Set Up Flexible Payment Plans in Invoices". The text alongside this image reads: Yes. You can now customize, enable, or disable the Payment Schedule Received notification for invoices that include a payment schedule. Go to Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications, then locate Payment Schedule Received and edit the Email/SMS template…. Immediately after, the guide continues: Note: Payment schedule merge fields render empty if the invoice does not include a payment schedule. - What to choose: Yes. You can now customize, enable, or disable the Payment Schedule Received notification for invoices that include a payment schedule. Go to Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications, then locate Payment Schedule Received and edit the Email/SMS template (or toggle it off). - Controls: Payment Schedule Received - Next: Note: Payment schedule merge fields render empty if the invoice does not include a payment schedule. Note: Payment schedule merge fields render empty if the invoice does not include a payment schedule. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com