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5.8. Creating an invoice with a payment schedule (DIrect Debit)

If your invoice should have a payment schedule associated with it such as clients who intend to pay for the invoice in instalments/direct debit before syncing the invoice to Xero you must add the payment schedules to the invoice.

Adding payment schedules will break down the Gross amount into proportions.

RubiCRM can create the payment schedule automatically for you saving you time creating the different payment schedules manually.

Before creating an invoice you can choose the Payment Type of the invoice as Direct Debit - <interval>. 

Depending on the interval chosen the payment schedule will be automatically created based on the Invoice Date entered.

To add the payment schedule details to an invoice PDF, the "#DDSchedule#" merge field should be added to your invoice template.