Payment schedule

Step-by-step instructions for creating a payment schedule are provided below.

How to add a payment schedule?

Step 1: Select client> specific client> money matters.

Step 2: In the money matters, Select the hamburger icon> create invoice.

Step 3: In the invoice, change issue date, due date if you need. Add items manually.

Step 4: If you want to add schedule payment, click on "add payment schedule" button, change the payment terms, amount.

Step 5: If you want to request a deposit request, Click on "request a deposit", Click on request a deposit button and enter the deposit value, select payment terms and click on "create" button

Step 6: click on "create" button in the create invoice page.

Invoice should be displayed in the ledger of money matters.

Schedule payment grid consists of:

• Payment Name:  A field to enter a descriptive name for the payment.
• Amount:  A field to input the monetary value of the payment. It seems to be set to "₹ 0.00 (NaN%)" by default.
• Payment Terms: A dropdown menu likely offering options for payment schedules.
• Due Date:  A field to specify the date when the payment is expected to be due.
• Status: Displays the current status of the payment.

Even you can add n number of payment schedule

Deposit request pop-up consists of:

• Request a Deposit: Specify the amount to be deposited upfront.
• Set Payment Terms: A dropdown menu likely offering options for payment schedules. 
• Specify Due Date: based on the payment terms, due date automatically displayed.