a. To create a standard payment plan, click on Invoices > Create or Edit Payment Plan.
b. Type in a customer name or create a customer.
c. Give the plan a name.
d. Manually enter invoices or use existing invoices.
e. Select the schedule type. You can use the standard calendar option to say that you want your customer to pay on a certain day each month, week, etc. Or you can select a custom plan and enter the specific date of payment(s).
f. Enter the number of payments, installments, start date, and description to complete the Payment Plan.
g. Your customer will receive an email notification informing them of the payment plan schedule.