{"schema":"exacc.help.page/1","url":"https://exacc.au/help/invoice-payment-plan/","title":"Split an invoice into instalments","description":"Set up a payment plan so an invoice is due in weekly, fortnightly or monthly instalments, or on dates you choose.","category":"Invoicing & Payments","summary":"On the invoice summary click **Create Payment Plan for Invoice**. Split the amount due into equal payments, a fixed amount per period, or your own dates and amounts, then click **Save Payment Plan**. The schedule must add up exactly to what is due. Receivables then ages each instalment by its own due date.","lastVerified":"2026-09-29","apps":["app"],"processIds":["invoice_payment_plan"],"menuPath":["Business","Sales","Manage Invoices","invoice","Create Payment Plan for Invoice"],"before":["A finalised invoice with an amount still due."],"steps":[{"step":1,"title":"Open the payment plan","body":["Open the invoice (Manage Invoices, click the row) and in the **Payment** section click **Create Payment Plan for Invoice**."]},{"step":2,"title":"Build the schedule","body":["Choose one way, then click **Calculate**:"],"fields":[{"name":"Split into equal payments","help":"a number of weekly, fortnightly or monthly payments from a start date. The last one absorbs rounding."},{"name":"Pay fixed amount","help":"a set amount each week, fortnight or month until the balance is covered; the last one is the remainder."},{"name":"Manual Schedule","help":"add rows with your own **Date** and **Amount**, or adjust the calculated ones."}]},{"step":3,"title":"Check the total and save","body":["Under the schedule, **Schedule Total**, **Invoice Due** and **Difference** must match exactly. Click **Save Payment Plan**; Exacc confirms and returns to the invoice."]}],"sections":[{"heading":"What changes","body":["Payments you record pay off the instalments oldest first. **Receivables** and debtor statements count only instalments that have fallen due as overdue. Nothing is sent to the customer when you save a plan: tell them the schedule, or send a statement."]}],"related":["https://exacc.au/help/record-customer-payment/","https://exacc.au/help/view-receivables/","https://exacc.au/help/manage-invoices/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}