Setting up payment plans (installments, Crew and Boss)
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On the Crew and Boss plans, open an invoice, click "Set up payment plan" and choose 2–12 installments, due one month apart.
Once you turn on the Payment Plans toggle in Settings → Features, customers who have agreed to receive texts get a reminder up to 3 days before each installment is due.
Texts go out only from a Crew Rivet business texting number, which comes with the Crew and Boss plans.
Available on the Crew and Boss plans.