How do I set up a payment plan in Xero? | Scribe

How do I set up a payment plan in Xero?

  • Grace Everwood |
  • 7 steps |
  • 18 seconds
  • XeroXero
1
Go to [https://www.xero.com/](https://www.xero.com/) and log in to your Xero account.
2
Click the "Accounting" tab at the top of the page.
3
Click the "Invoices" tab on the left side of the page.
4
Click the "Create" button at the top of the page.
5
Select "Recurring" from the drop-down menu.
6
Enter the customer's information and the payment plan details.
7
Click the "Save & Close" button at the bottom of the page.