How do I set up a payment plan in FreshBooks?
If you are a small business owner or freelancer, you may need to set up a payment plan in FreshBooks in order to manage your invoices and payments. Setting up a payment plan in FreshBooks can help you keep track of payments, set up automated payment reminders, and ensure that you get paid on time. Knowing how to set up a payment plan in FreshBooks can help you streamline your billing process and ensure that you get paid quickly and efficiently.
Grace Everwood
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5 steps
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11 seconds
Freshbooks
1
Go to [https://www.freshbooks.com/](https://www.freshbooks.com/) and click the “Create Payment Plan” button.
2
Enter the client’s name and email address in the corresponding fields.
3
Select the payment plan type from the drop-down menu.
4
Enter the payment plan details, such as the amount, payment frequency, and payment date.
5
Click the “Create Payment Plan” button.