Payment Schedules

Payment Schedules

What Are Payment Schedules?

Payment schedules let you split a document’s total into multiple payments, each with its own due date and amount. This is ideal for large projects where you want to collect deposits, milestone payments, or staged billing.

Schedule Types

Choose how payment dates are determined:

• None — Single lump-sum payment. The full amount is due according to the document’s payment terms. This is the default.
• Fixed Dates — Each milestone has a specific calendar date when payment is due.
• Relative Dates — Each milestone is due a certain number of days after the previous payment. For example: first payment on receipt, second payment 30 days after the first, final payment 30 days after the second.
• Milestone-Based — Payments are triggered when you manually mark a milestone as complete. Use this for project-based billing where due dates depend on deliverables.

Milestone Fields

Each milestone in a payment schedule has:

• Label (required) — A descriptive name (e.g., “Deposit”, “First Milestone”, “Final Payment”). Max 100 characters.
• Description (optional) — Additional details about what this milestone covers. Max 500 characters.
• Amount (required) — The payment amount for this milestone.
• Date Type — How the due date is determined:
  • Fixed — A specific calendar date.
  • Relative — A number of days offset from the previous payment or document issue date.
  • Immediate — Due now (typically used for deposits).
  • Milestone — Due when you manually mark the milestone as complete.

How Milestone Payments Work

1. Set up the schedule when creating or editing the document.
2. Send the document to the recipient.
3. For milestone-based schedules: when a deliverable is complete, click Mark Milestone Complete. The system sends the recipient an email notifying them that payment is now due.
4. The recipient pays via Stripe or you record a manual payment.
5. The schedule item is marked as paid and the next milestone becomes active.
6. For relative dates: the next due date is calculated as the previous payment date plus the specified days offset.

Auto-Pay Mode

Control whether the client can enrol in automatic payments for scheduled milestones:

• Disabled — No auto-charging. The client must pay each milestone manually.
• Optional — The client can choose to save a payment method and be charged automatically when each milestone is due.
• Required — The client must provide a Stripe payment method. They are charged automatically on each milestone’s due date.

Payment Reminders

Configure automatic reminders for each schedule:

• Reminders Enabled — Toggle on or off.
• Remind Before Days — Send a reminder this many days before the due date (0–30 days).
• Remind on Due Date — Send a reminder on the exact due date.
• Grace Period — How many days after the due date to wait before marking as overdue (0–30 days).
• Overdue Reminder — After the grace period, send overdue reminders every N days (0–30 days).
• Final Notice — Send a final notice this many days after the due date (0–60 days).