In this article, you will learn how to break your job payments down into multiple installments with payment schedules.

Payment schedules are designed to provide flexibility by dividing the total job cost into manageable payments, each with its own due date. This helps streamline billing, ensures consistent cash flow, and offers clients a convenient way to pay over time. Payment schedules essentially create sub-payments within a single invoice, not multiple invoices within a single job. 

Enabling the add-on

1. From the navigation bar, select the Feature Center
2. Select Progressive billing
3. Turn the toggle switch on/off to enable/disable the add-on

Adding a payment schedule to a job

1. Open the job you want to add a payment schedule to
2. Select the Items tab
3. Select Add payment schedule
   
   

   Job-connected invoices are required to add payment schedules. If your job does not have an invoice, you will be prompted to create one before adding a payment schedule.

4. Create your payment schedule:
   
   
   1. Calculation method: Choose between splitting your payments up by flat dollar amounts or percentages
   2. Billing plan: Specify the amount and due date for each payment

      The payment schedule editor allows you to see how much of your job balance remains unaccounted for. This makes it easy to understand how to set up your billing plan.

   3. Select Add schedule

What clients will see

Clients can access the payment schedule directly from the client portal, where they’ll see the total schedule, amounts, and due dates. They can make payments from the portal with full visibility of each payment’s status — showing what’s due next, what’s overdue, and what’s already paid.

Tracking payment schedules

You can view the payment schedule from the Workiz web app on desktop. Once a payment schedule is added to a job, it will appear under the items tab on the job page, where you can easily track the status of each payment.

Updating your payment schedule after job changes

If you make changes to a job after creating a payment schedule — like adding new items or adjusting tax rates — it's important to note that the schedule won't automatically update. After applying changes that affect the job total, Workiz will automatically display a pop-up to remind you to adjust your payment schedule so that the billing plan on your payment schedule aligns with the updated total. 

For example, imagine you created a payment schedule for a $100 job, dividing it into four payments of $25 each. If you then add a new item that increases the job total to $150, the schedule won’t automatically adjust to the new amount. You’ll need to manually update the payment schedule to include the additional $50 and ensure all payments align with the new total.