Set Up Payment Plans on Invoices

Split an invoice into a defined set of installments — each with its own due date — instead of asking a customer to pay the full amount at once or leaving the split entirely open-ended.

Create a payment schedule

1. On an invoice, click Add Payment Schedule.
2. Define each installment by percentage or by fixed amount, and set a due date for each one.
3. Send the invoice as usual.

What the customer sees and does

The customer sees the full installment breakdown on their invoice and can pay one installment, several at once, or add their own additional split if you've allowed it — using checkboxes to select which installments to pay. The invoice is only marked fully Paid once every installment has been settled.

If a due date passes without payment, Vendi Today automatically sends a reminder notification for that installment. Reminder templates can be customized in your notification settings.

Automatic charging (optional)

Instead of relying on the customer to pay each installment manually, you can enable auto-payments when sending the invoice. The customer authorizes a card on the first payment (or you use a card already on file), and subsequent installments charge automatically on their scheduled dates — no manual follow-up required from either side.

For a simpler alternative where customers just need to hit a minimum percentage rather than following a fixed schedule, see Enable Partial Payments on Invoices.