How to Add Payment Schedules in Billed Mobile Application?

A payment schedule lets you add a payment plan to the invoices. It is a convenient way to obtain multiple payments from your clients. It allows you to manage your client's payment history in a single invoice. This option seems simple, but it will bring so much ease and smoothness to your business transactions.

We will cover:

• Process of Adding Payment Schedules
• Key Advantages

Process of Adding Payment Schedules

Follow these steps to add payment schedules to a particular invoice:

1. Go to the Invoices section.
2. Make a new invoice or open the concerned invoice and click on the edit icon from the top-right corner.
3. Make sure to add the client details in the invoice before making a schedule of payments.
4. Turn on the Scheduled Payment option.
5. Choose a suitable option among percentage or flat amount.
6. Fill out the payment amount and due date of each payment.
7. Click on Add Another Payment to add more payments.
8. Once you have made the complete schedule, click on the Update or Save (if you are creating a new invoice) button at the bottom of the invoice.

Client's View

When your clients view an invoice with scheduled payments, they have a few extra payment options:

• They can make payments on due dates as per schedule.
• The clients can also select several payments at once to pay multiple scheduled payments in advance.

Key Advantages

The Scheduled Payment option can facilitate you in the following ways:

• It eliminates the fatigue of making multiple invoices.
• You don't have to edit your invoice whenever the next payment is due.
• A client's transaction history can be saved and viewed in a single invoice.
• It is easy to manage and track the payment details from a single invoice.
• It gives a clearer view of multiple business transactions with a single client.