Give your client freedom to set up their own payment plan or pay the invoice in full with one payment. This will give your client the flexibility to make a payment plan that fits their own finances.
By giving them the option upfront right on the invoice, you can avoid any back-and-forth and get your first payment right away. You’ll configure the options your client can choose from, then they’ll choose what works best from them from those options.
📣 Note
At this time, clients can’t make partial payments unless you turn on Client selects plan in the invoice. If your client would like to make a partial payment, you'll need to edit the payment schedule to reflect the amount they’d like to pay, then publish the changes to the invoice. If your client made a partial payment outside of the system, update the payment plan to match what you received, then mark the payment as paid.
Start working on an invoice
Under Payment plan, select Client selects plan
Choose whether the first payment will be due on the invoice date (when the client receives the invoice) or on a custom date
If the client decides to split the invoice up into multiple payments, the payments will be due each month on the day of the month used for the first payment due date
For example: If a client chooses to make 3 payments, the invoice date is used for the 1st payment due date, and the client receives the invoice on March 15; their first payment will be due on March 15, their second payment will be due April 15, and their third payment will be due May 15
Select the number of maximum payments the client can split the invoice into
Toggle whether you want to let the client pay the invoice in full with one payment
If you do toggle this on, you can also set up a discount for paying in full with one payment
Your changes will save as you go. Learn more about your clients' experience with an invoice that lets them select their payment plan here.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!