What can I control when creating an invoice Payment Schedule?

While building an invoice Payment Schedule, you have complete control over how each installment is set up and managed:

• Name each payment: Replace the default "Payment 1", "Payment 2" with something your client will recognize, like "Deposit", "On delivery", or "Final instalment".
• Set a due date per payment: Each payment in the schedule carries its own due date, so your client knows exactly when each portion is expected.
• Add more payments: Select 'Add a payment' to split the invoice into as many parts as the job needs.
• Remove a single payment: Delete any individual payment from the schedule without starting over.
• Delete the whole schedule: Select 'Delete payment schedule' to revert to a single full-amount invoice.

The invoice total stays visible at the bottom of the screen as you build the schedule, and you can Preview the invoice before sending or Save as draft to finish later.