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These are two different tools. A payment plan splits the balance of one invoice. A payment schedule is agreed on the estimate, copied onto the job, and each stage becomes its own invoice.

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Payment plan on one invoice

On the invoice, open Payment plan and click Create payment plan. This splits the remaining balance into equal installments. The customer pays each one from Client Hub. You still send one invoice. Where electronic invoicing is on, that one document is what gets registered. Quick schedules are 2 × monthly, 3 × monthly, 4 × monthly, 6 × monthly, 3 × weekly, and 50% now + 50% later. You can also set Number of payments, Frequency (Weekly, Every 2 weeks, or Monthly), and First due date. Change a due date in the table before you click Create plan. Auto-charge saved card on each due date charges a card already on file when that installment is due. Edit payment plan changes a plan that is still open. Cancel plan asks Cancel payment plan? Open installments are voided, and the full invoice balance is due again. A finished plan says This payment plan is fully paid. This is not progressive job billing. It does not create a new invoice for each installment.

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Payment schedule billed as invoices

Set the schedule on the estimate with Deposits and payment schedules. When you Convert to job, the job copies that schedule. How this job is invoiced shows Payment schedule (installments). The schedule on the job says it was copied from the estimate. Change it on the estimate, then send a change order if the scope changed after conversion. Each stage is its own invoice, in order. The job button is Create invoice for the first stage that still needs a bill, then Create next invoice. You cannot skip ahead. If the next stage is the deposit installment and that deposit was already collected in Client Hub, the button says Create advance invoice. A stage marked as already collected through Client Hub does not get a second invoice. If a stage was invoiced by mistake, void that invoice. The stage can be billed again. Convert to invoice is not offered when the estimate has a multi-step schedule, or a single payment that is collected in full when they approve. Those estimates become a job so each stage can be invoiced on its own. A deposit with no schedule can still Convert to invoice.