I need to be able to send an invoice requesting a 50% deposit with the balance due approximately 8 - 10 weeks later. I can’t figure out how to do that in InfusionSoft.
Requesting a 50% deposit with the remaining balance due 8-10 weeks later can be achieved using Payment Plans within Keap.
Since you mentioned you wish to send an invoice, the example below assumes an order has been created and that this order needs to be updated and the customer needs to be invoiced.
A. When orders are created in Keap, the default number of payments on the order will be one, for the complete amount due:
This order has a total due for $100.00 with one payment due for the full amount:
When the ‘Preview Invoice’ button is pressed, the invoice shows the full amount is due today:
B. To change this invoice to charge 50% up front and 50% later, click the ‘Edit Payment Plan’ button on the order and update the payments to be 2 payments, 56 days (~8 weeks) apart:
C. From there, the order should now show two even payments, approximately 8 weeks apart. Previewing the invoice should reflect the this change, with only 50% of the full amount due today:
Feel free to customize these instructions to meet your specific needs.