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Custom payment schedule

Casey Z. shared this idea 6 years ago
Under Consideration

We have one type of event we do where customers pay a deposit, then make 3 installments by specific dates. It would be great if there were a way to set this up on the individual lead itself. Maybe along with the "Required Deposit", we could have an option to "Add installment", where we can select a due date, payment $ amount, % or full balance.

Of course we would then want auto emails to remind the customer of an upcoming installment due, custom report columns showing Next payment due, Next payment amount... You know how it goes, you make one improvement and we want 5 more to go with it. Haha

Comments (1)

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That's a good idea. Hopefully we can work it in. Thanks!

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