How to Create a Recurring Invoice Payment Plan With Reminders BEFORE the Due Date

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    • 2 minutes
    Navigate to [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)

    Part 1: Create Payment Plan

    Click here.
    Click "Payment Plans"
    Click "Create new template"
    Title it "Recurring Invoice Payment Plan"
    Click "Add installment"
    Click "(TBD) - Click to set due date"
    Click "Relative"
    Put in 7 days "after payment plan applied to invoice". You MUST use this trigger in order for this to work and you MUST set this to more than 0 days in order for your clients to receive a reminder in advance of the due date.
    Under "Amount Due", selct "Percentage" and make sure to set it to 100%.
    Click "Add reminder"
    Set your first reminder to go however long before the due date that you want it to go.
    Click "Apply"
    Continue adding reminders for all of the checkpoints you want the invoice to have.
    Once you're done adding reminders, do one final check to make sure your schedule is correct.

    Part 2: Create Recurring Invoice

    Then navigate to the project you for which you want to create a recurring invoice.
    Click "Invoices"
    Click "Recurring Invoices"
    Click "Add"
    Set the recurring invoice for the first payment reminder number of days + 1 day. In our example, we set the first reminder to go 7 days out, so this invoice needs to generate 8 days before we want to receive payment. So whenever their first recurring invoice payment is due, set the "starts on" date for 8 days before that.
    So if the first due date is April 1, set the recurring invoice to start on March 24th.
    Apply all packages & new line items to the invoice.
    Scroll to the bottom and add your new "Recurring Invoice Payment Plan"
    Click "Start Recurrence"
    Alert! This may be wonky in your FIRST month if you're not setting up the recurring invoice the same number of days out as you need your reminders to be set for. If that's the case, you can manually change your payment plan for your first invoice (as shown below). The rest will generate and apply correctly.
    Navigate to back to the relevant project.
    On your Invoice tab, in the "Payment Plan" area, click "Edit"
    Click anywhere on the due date line.
    Under "Due Date", select "Fixed"
    Pick the first due date.
    Click "Save"
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