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How To Create Custom Payment Schedules

Learn how to create custom payment schedules in Maroo to split invoices into multiple installments and manage payments over time.


📆 Custom Payment Schedules in Maroo

Custom payment schedules allow you to split a single invoice into multiple payments over time. This feature is ideal for businesses that want to align incoming payments with project milestones, event timelines, or ongoing expenses.

Instead of collecting the full amount upfront, you can create a structured payment plan with scheduled due dates, making it easier for clients to pay and for you to manage cash flow.

⚠️ Important Notes

  • Custom payment schedules are only available for itemized invoices

  • Quick invoices do not support multiple installments, as they are designed for one‑time payment requests

👉 Learn more about creating itemized invoices here: Itemized Invoices Help Article

📌 When to Use Custom Payment Schedules

Custom payment schedules are commonly used when:

  • Projects or events span over a period of time

  • You want to collect a deposit upfront and the remaining balance later

  • Payments need to align with specific milestones or deliverables

  • You want to make payments more manageable for your clients

🧾 How to Create a Payment Schedule

You can set up a custom payment schedule while creating an itemized invoice.

Steps

  • Start creating a new itemized invoice

  • Proceed to the third step of the invoice creation process

  • When prompted, click Add payment

  • Repeat the process to add more payments (up to 24 installments)

  • Configure each installment:

    • Select the due date for each payment

  • Review your schedule and complete the invoice creation

⚠️ Note: Once you create your payment schedule, the total amount will be divided equally across installments and cannot be customized.

📩 What Happens After Creating a Payment Schedule

  • A separate invoice (or payment request) is generated for each scheduled payment

  • Clients will receive reminders before each payment due date

  • Payments are tracked individually, making it easier to monitor progress and ensure transparency

💡 Best Practices

  • Use clear due dates that align with project milestones

  • Communicate the schedule to your client upfront to avoid confusion

  • Keep installment amounts manageable to encourage timely payments

  • Review your schedule carefully before finalizing, since installment amounts cannot be adjusted later

📩 Need More Help?

If you need assistance setting up or managing custom payment schedules, our support team is here to help. Chat with us or email [email protected].

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