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Setting up a Payment Plan for Overdue Bills



1 comment

  • Ayelette

    Hi Allison,

    I see that my colleague Maddy was able to provide guidance for you.

    For everyone's reference, you can set up a payment plan and bill in increments by creating product invoices in smaller amounts that total the client's outstanding balance. You can also set the appointment fee to $0 since the client will pay for the appointment through the product invoices. 

    To learn more about creating products, you can read this Help Center guide: Adding a product.

    To learn more about updating the billing for appointments, feel free to check out this Help Center guide: Appointment level billing changes.

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