Add payment plan to face of invoice

1 votes

When we invoice a client, we take a deposit payment upon receipt of invoice and then the balance payment is at a later date. As such, we use the 'Payment Plan' feature frequently on individual invoice records. When an invoice is sent to a client, they need to view the invoice and then view the installment schedule in order to view the payment plan.

What would be more beneficial is if the payment plan could be displayed on the actual face of the invoice. We do this for some clients already in the notes section, but is a manual update and not a sustainable process.

Under consideration Suggested by: Greg Kennedy Upvoted: 13 Feb, '20 Comments: 0

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