Create an invoice and payment schedule

How to do it

These steps are for PlanWell on the web.

1. Open the event’s Payments section. In Request payment, enter Invoice title and the Item, Qty, and Price. Use Add line item for additional items.
2. Review Discount, Tax calculation, Tax jurisdiction, Final due date, Client note, and Payment schedule. Choose Enter amount or Use percentage for tax. For Custom installments, set each installment’s name, amount, and due date; use Add installment if needed.
3. Select Publish to client portal now when it is ready, or clear it to keep a draft. Choose Create invoice and check the delivery result.