Ability to set default payment schedule
Katie Knight
We have a pre-payment of 30% 14 days after making the booking and 70% 3 days in advance - currently this needs to be added to every invoice - we'd like to have a default setting so this is automatically applied, and then we can update if necessary on the relevant invoices.
Katie Knight
Merged in a post:
Ability to Add Payment Schedule Without a Balance or Invoice Items
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Nancy Lee
At the moment, there isn't a way to add a "Payment Schedule" to an invoice if there is no balance or no items on the invoice. It would be VERY helpful to be able to do so when we create the invoice so we don't need to remember a separate step later. We are interested in adding a variable payment schedule of a 50% deposit and a 50% balance to every invoice (preferably automatic at the creation of every invoice).
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Scott Chester
It would be very handy to have a payment schedule template. We do it a bit differently, but I think the logic would be the same. It would save a lot of work on invoices as well as eliminate some margin of user error.