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Split an invoice into scheduled installments

Create a payment plan for one existing invoice balance.

30 sec · Admin · Recorded September 10, 2026

What happens, step by step

1. 1 Start on the admin Dashboard; click Billing.
2. 2 Open an unpaid invoice; choose Set up payment plan.
3. 3 Select a saved card; set Installments, Start date and Frequency.
4. 4 Review Schedule preview; click Create payment plan.

Frequently asked questions

Is this the same as recurring invoices?

No. A payment plan divides one invoice balance. A recurring schedule generates future invoices.

Can I create a second plan for the same bill?

Resolve or cancel the existing plan first. An invoice can have only one active, paused or awaiting-card plan at a time.

Want to try it yourself? Start free, or read the help centre.