Ability to accept multiple payment installments (milestone billing)
M
Maggy
absolute must! Hope this one goes way up in the queue!
R
Rebecca Pringles
Merged in a post:
Multiple Payments
J
Julie Lardner
When the invoice is a large amount and the client wants to pay in instalments. It would be great to be able to create a payment plan and then nudge the client when each instalment falls due.
A
Alexa Padou
Yes! I've had clients request this from me too, and having this feature would be great.
J
Julie Lardner
Following this, once an instalment is paid, the ability to mark the part payment as paid would also be helpful
A
Alexa Padou
Julie Lardner Agreed! I currently have to create one massive invoice then 3 mini ones (and reference the bigger one) and then mark each section as paid individually... It's a pain in the butt :(
J
Julie Lardner
Alexa Padou Yep. I'm going to try the recurring payment, not sure if the client will be happy with that. But at this stage seems like the only work around, or as you're doing 3 mini invoices, which is not really how it should be done.
A
Alexa Padou
Julie Lardner Yep, exactly! Hopefully WeareIndy can fix that soon. Otherwise I might have to go back to PayPal invoices (which at least allow a portion of payment to be submitted). And I don't want to do that!
J
Julie Lardner
Alexa Padou Yep, I like Indy but it does have some limitations.
S
Sarah Mayne
This is an absolute must!!!
Ali Collins
Please!! This would be amazing. Honeybook has the milestone billing feature and its awesome. I'd love to be able to set up payment installments based on milestones or custom dates. For many of my small projects I charge the 50% deposit to book and 50% upon completion, which often doesn't have a due date since I'm usually waiting on revisions from the client. Would love this flexibility instead of having to write a note in the invoice.
R
Rebecca Pringles
Merged in a post:
Installments
K
Keira Grant
Right now, invoices can only be divided into two payments, deposit and balance. It would like to be able to request a deposit and installments until balance is paid. I would also be amazing if I could schedule all the invoices in a series at the beginning of a contract.
S
Sarah Mayne
Please! I have 3-4 payment Splits on every project and am having to create separate Invoices for each one after the Proposal and send separately. Tracking payments is time consuming without this & I can't even use the Proposal automation feature anymore. So would LOVE this!!
J
Jordan Borg
Wait a second! How do you divide the invoice into deposit and balance? I've been creating two separate invoices. Thanks!
Jonathan Ramos
Hey Jordan Borg: I believe Erica recently covered this. Please let us know if you need more information!
J
Jordan Borg
Jonathan Ramos: Yes all good!
Shell Flynn
Split invoices would be great. We currently take a 50% deposit, 40% progress and 10% balance as set milestones or dates.
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