Request a Payment Plan
Your customers can request payment plans through the Customer Portal, allowing them to break up larger invoices into easier-to-manage chunks.
To request a payment plan, the customer must log in to their Customer Portal.
On the right, navigate to Request Plan.
Once Request Plan is clicked, scroll down to view the Payment Plan options.
Choose the Total Amount, Down Payment, and Frequency (Daily, Weekly, or Monthly), and Number of Payments.
When the request is sent, the following confirmation message will appear: