Setting up a payment plan on an invoice
Payment plans split a larger invoice into scheduled instalments — useful for big renovation jobs, ongoing service contracts, or customers who prefer to pay in stages. Each instalment can have its own Stripe payment link, making it easy for customers to pay on time without having to contact you.
How to add a payment plan
Navigate to the invoice you want to split. In the invoice detail view, click "Add payment plan" in the payment section. This option is available on any unsettled invoice.
Enter how many instalments you want and set the schedule for each one. Common options are: deposit on acceptance, on completion, 30 days after invoice, or a custom date for each instalment.
Enter an amount or percentage for each instalment. Trade2Base will warn you if the instalments do not add up to 100% of the invoice total — they must balance exactly before you can save.
Once saved, Trade2Base creates a unique Stripe payment link for each instalment. These links are sent to the customer automatically when each instalment becomes due.
Instalment due-date reminders are sent to the customer by email (and WhatsApp if connected). You can view reminder history and resend any reminder from the payment plan panel.
Payment plans are visible to the customer in the portal. They can see which instalments are paid, due, and upcoming — so they always know exactly what they owe and when.
Frequently asked questions
Yes. You can add or edit a payment plan on any invoice that has not been fully paid. The customer will receive an updated notification showing the new instalment schedule.
Yes. Each instalment has its own Stripe payment link that is active as soon as the plan is created. Customers can pay any instalment ahead of schedule — Trade2Base records the payment and updates the plan status.
No. The invoice status reflects the total amount received. An invoice is marked as paid only when all instalments have been paid in full. Partial payment is shown as a separate status.
You can edit future unpaid instalments but cannot change or reverse instalments that have already been paid. Contact support if you need to issue a refund on a paid instalment.
Still need help? Contact support
Payment plans, Stripe links, and automatic reminders — Trade2Base takes the awkwardness out of chasing instalments.
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