How to add Payment Plans to your Invoices in GoHighLevel

Overview

• Users can split their invoices into a payment plan installments
• A split can be made both on Percentage basis as well as amount basis
• Every split includes a designated due date and a corresponding payment status. On the due date, users will receive notifications reminding them to complete their installment payment if it hasn’t been made yet.
• Payments can be done only in a predefined split and users can choose to pay one or more installment at a go. An invoice will get paid once all installments are paid.
• Streamline invoice payments with automated scheduled plans: When sending an invoice, simply enable auto-payments to ensure subsequent payments are charged automatically on their scheduled dates.

How to use it?

• Click on add payment schedule in an invoice

Set up the payment terms with a percentage or fixed amount and send it

User will view the invoice with ability to view the plan on the invoice

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



How to enable Auto-Payments on a single invoice with a payment plan?

• Set up auto-payments: Click on send -> In the modal, enable auto-payments by clicking on the blue toggle while sending your invoice which has a payment schedule.

• Use a customer card (Card used for paying the first time), saved cards of the customer or a new card while sending the invoice out.

View details of the auto paid invoices in the transactions