Payment Plans

[uflowlife]

Hi all, looking to create payment plans or similar for my business. Is there a way of doing it and sending reminders with the payment link to the customer? Thanks

[Arie]

Hi @uflowlife,

Thanks for writing in to the Seller Community!

Square Progres Invoices can help here 👍 You can create an invoice, and break it into smaller payments your customers can pay off over time. They'll also be reminded when a payment is due. Here's how:

1. Go to your Square Invoices Overview page and select Send an invoice.

2. Add a customer from your Customer Directory, or create a new customer. 

3. Add items to your invoices under the Line Items section.

4. Select Add Payment Schedule.

       5. Toggle on Request initial deposit and/or Split balance into milestones.

       6. Once you've entered the dates and amounts, click Save.

       7. Select Send.

I hope this helps!