Payment Plans
A payment plan defines when money is expected on a deal — as a fixed set of installments or as recurring, subscription-style billing. A deal can have multiple plans.
Plan Types
| Type | Use for |
|---|---|
| One-time payment | A single lump sum |
| Advance + balance | Upfront deposit, remainder later |
| Custom installments | Any fixed schedule you define row by row |
| Milestone-based | Installments tied to project milestones |
| Recurring (with end date) | Fixed-term subscription or retainer |
| Recurring (until stopped) | Open-ended retainer that runs until you stop it |
Creating a Plan
Open the Plan Form
On a deal, open the Payment plans tab and click “New plan”.
Choose Name and Type
Give the plan a name (e.g. “Monthly retainer”) and pick a Plan type.
Define the Schedule
Fixed plans (one-time, advance + balance, installments, milestone): add rows with a label, amount, and due date. Milestone plans link each installment to a project milestone — mark them due as milestones complete.
Recurring plans: set a Frequency (Weekly, Monthly, Quarterly, Half-yearly, Annual, or Custom interval — every N day(s)/week(s)/month(s)/year(s)), an Amount per period, a Start date, and an End date for fixed-end plans.
Create
Click “Create plan”. Installments are generated and appear in the plan card with due dates and statuses.
Plans cannot be added to Cancelled or Lost deals.
Installment Statuses
Each installment tracks Pending, Partially paid, Paid, Overdue, Waived, or Skipped. Collectible installments show a “Collect” button that records a payment straight against them, and each row has an inline Remarks field.
Managing Recurring Plans
Active recurring plans have action buttons in the plan header:
| Action | What it does |
|---|---|
| Pause | Suspends billing from a chosen date (with an optional reason) |
| Resume | Restarts a paused plan from a chosen date |
| Change rate | Sets a new amount per period from an effective date — earlier installments keep the old rate |
| Stop | Ends the plan from an effective date |
Plan statuses are active, paused, stopped, and completed.
Automatic roll-forward — Open-ended recurring plans are materialized 12 months ahead. A daily background job extends them, marks missed installments Overdue, and recomputes each deal’s payment rollup — no manual upkeep needed.