Usually in the invoice i give the possibilities to the clients to pay in more steps. I use installment payments collecting the total paid in small parts in a fixed period of time . For example 20% at the sign, then 40% after 90 days, and 40% after 180 days with number of installments, percentage and number of days variables. I suggest this feature and to add in a a calendar with all the expiring date showed and maybe a system to send remainder to the client.
There should also be an option for the invoice to follow the milestone/phase progress of its assigned project. I charge my clients based on completed milestones; having that ability will really add value to the platform for my use case.
We should be able to trigger automations on each installment payment, as well.
I would like this feature to allow for the installment payments be triggered when a project status is changed. For example, I structure my payments to be made after design phases are completed. I this could be automated it would save me a huge amount of time.
Do we have any update on the ETA for this by chance? I keep hoping to see it in the "Fresh on Live" Posts...but sadly hasn't happened yet :(
Would be great to be able to create a custom payment schedule. Where payment due dates and amounts can be set. Showing schedule and payments (if one is set) on invoice would be a bonus.
Will these installment payments be able to be listed on an invoice so the progress can be followed financially also? Currently there is no statement report that can be created, so how will you be able to view the payoff status on an invoice? please do a search on "statement" and upvote the other component of this task, a statement on an invoice, and on account, to make this fully worthwhile.
Looking forward to seeing this implemented and happy to see it's in progress! I'm in a similar boat, where I'd like to request X% at the start of the project, and the remainder upon completion. If I break it into multiple invoices, the contract doesn't populate a full total and items. Still working out the best way to automate this.