Invoices with a payment schedule the client can see.
Bill from the event in full, as a retainer and a final payment, or as a deposit and monthly installments. The client sees each installment and its due date in their portal.
10 Nov
Email history
Day 0 reminder · sent · 9 Oct 2026
Day 3 reminder · sent · 12 Oct 2026
Day 0 reminder · sent · 1 Nov 2026
Day 3 reminder · sent · 4 Nov 2026
Day 7 reminder · sent · 8 Nov 2026
Every open invoice, and what is late.
The Invoices list opens on what is still owed: the total outstanding, how many are past due, and your drafts. Open any row to see its schedule without leaving the list.
InvoiceClientStatusDueAmount
Offsite planning and productionINV-0039 · Northstar leadership offsitePriya NairPartially paidFeb 1, 2027$12,000.00
Venue holds and consultationINV-0040 · Spring benefitRuth AbaraPast dueSep 30, 2026$1,500.00
Lakeside FundraiserINV-0042 · Lakeside FundraiserDana EllisSentSep 4, 2027$12,600.00
Reminders on the due date, and after it.
With reminders on, the primary client gets an email the day an installment is due, then 3 and 7 days later while it is still open. A Stripe checkout in progress pauses them, and every email sent is listed on the invoice.
past due · Remaining$1,500.00
PaymentsHistoryAutomatic payment remindersEmail the connected primary client when an installment is due, then 3 and 7 days later.
Payment schedule
Email history
Record money that came in another way.
Cash, a check or a bank transfer is recorded against its installment, with the date and a reference. Recording moves no money; it brings the balance up to date.
Record payment INV-0039
$18,000.00outstanding
Apply to installmentDeposit · $6,000.00 remainingRecord only funds already received. This does not charge the client or move money.
Also here: start from an accepted proposal, add unbilled hours, tax by amount or rate, a PDF of every invoice, and the ways this client can pay, set per invoice.