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What is a payment plan and how do I set it up?

An introduction to the payment plan and how to set it up.

The payment plan is the overview of agreed payments from the client to you over the course of the project.

How to set it up

  1. Go to Billing Schedule Client in the left-hand menu

  2. Click + Billing Schedule

    The Billing Schedule Client overview with an arrow pointing to the button for adding a billing schedule

  3. Fill in periods and expected invoice amounts

  4. Switch on Index regulation if applicable

    Editing the billing schedule with the Index regulation switch marked

  5. Click Save

The payment plan gives you an overview of liquidity going forward and shows deviations from what has actually been invoiced.

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