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

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.

Then navigate to the project you for which you want to create a recurring invoice.

Click "Invoices"

Click "Recurring Invoices"