Let Customers Pay in Parts

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The short version

In the invoice editor, under Totals, choose In parts. Pick a ready split or set your own dates and percentages. Your customer sees what is due now and can pay that part or everything.

Overview

What a payment plan is

A payment plan is a normal invoice that is paid in instalments. The whole invoice, with all its tax, is issued once. The plan only says how much is due on which date.

Invoice of 1,000 with 30 and 70 percent → the customer pays 300 now
A month later → the remaining 700 is due

Not a deposit invoice. Separate invoices for a deposit and for the rest are treated differently for tax in many countries, so TimelyDo does not make them. A payment plan keeps everything on one invoice.

Setting it up

Adding the parts

In the editor, open Totals. Under Payment choose In parts, then:

Half now, half in 30 days 30 now, 70 in 30 days Three monthly parts

Or set the dates and percentages yourself and use Add a part. A plan has between 2 and 12 parts. Each date must be later than the one before, from the invoice date up to two years after it. The percentages must add up to exactly 100, with at most two decimals.

TimelyDo works out the amount of each part from the total and shows it once the percentages add up. Rounding goes to the last part, so the parts always add up to the invoice exactly. The invoice's due date becomes the date of the last part.

What is checked before sending

Check	Why
The percentages add up to 100	Otherwise the draft is not saved and the editor says why.
No part is below the smallest card payment	A part your customer could not pay by card would get stuck.
No part is dated before the day it goes out	A part cannot be due before the customer has the invoice.

Getting paid

What your customer sees

The invoice page shows the amount due now, the full balance, and a table of the parts with their state: paid, due today, overdue or upcoming. They can pay the part that is due by card, or select Pay all to settle the whole invoice. The email and the PDF show the plan too.

How payments are counted

Payments are not tied to a part. Whatever has been paid, by card, bank transfer or credit note, fills the parts in date order. A customer who pays more than one part at once simply moves ahead.

Reminders and overdue

Reminders follow the next part that is not yet paid, so each part gets its own reminders on your usual reminder days. If a part is missed, the invoice shows as overdue even though later parts are still to come.

Help

FAQ

Can I change the plan after sending?

No. Like the rest of the invoice it is fixed once sent. Void the invoice if nothing was paid and send a new one.

What if the customer pays everything at once?

That is fine. Pay all settles the whole invoice and every part shows as paid.

Is the tax split across the parts?

The tax is on the invoice as a whole, as on any invoice. Whether your country needs anything more for instalments is a question for your tax adviser.

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