Create a Payment Schedule
To create a new payment schedule:
Go to Billing → Payment Schedule → Manage Payment Schedules
Click Add Payment Schedule in the upper left hand corner
Select a starting point from the Quickstart Menu (you can modify this later)
Click Create Schedule
Turning On a Payment Schedule
When a payment schedule is turned on, it will automatically apply to newly created invoices.
To enable a payment schedule:
Go to Billing → Manage Portal Templates (Portal Template Workflow Automations)
Select the Event Type you want to edit
Under Step 2: Booking Your Leads, under Payment Schedules click the Edit (pencil) icon
Turn on and apply the desired payment schedule
Payment Schedule Settings
Payment Schedule Name
Give your schedule a clear name for easy identification.
Connected Payment Processor
Your connected processor will display here.
Click the More Options icon to use a Custom Payment Link if you’d like to direct clients to an external payment portal.
Convenience Fees
Set fees to pass along processing costs to your clients.
Credit Card Convenience Fee
Enter the percentage (e.g., 2.95) that you want to apply to credit card payments.
ACH Convenience Fee
Enter a separate fee for ACH payments.
ℹ️ Note: If Stripe Payment Management is enabled (Stripe users only), the credit card convenience fee will apply to all payment types.
Convenience Fee Label
Set the name of the fee as it will appear on the invoice.
How Convenience Fees Work
Fees are calculated when a client clicks Pay
The fee appears in the payment window before checkout
It is also added as a separate line item on the invoice
If the client exits the payment window without completing payment:
The fee is automatically removed
It will be recalculated the next time they attempt payment
Payment Methods
Choose how clients can pay:
Credit Card only
ACH/Bank Draft only
Leave blank to allow both options
Stripe Payment Management (Non-US Payments)
Enable this setting to offer additional payment options (e.g., Buy Now, Pay Later).
Catch-All Payment
Located under Step 3: Configure Payment Adjustment Settings.
When enabled:
Releventful creates or updates a single remaining-balance payment
Instead of redistributing changes across multiple scheduled payments
Important:
Required if any payment in the schedule allows partial payments
Notifications
Each payment can include its own notification.
To edit a notification:
Click into the payment
Customize:
Email subject and body
Notification type (Email or SMS)
Send date
Payment due date
Partial Payments
Enable this setting to allow clients to pay less than the full scheduled amount.
ℹ️ Note:
Partial payments require Catch-All Payment to be enabled
This will update automatically in your schedule settings
Allow Clients to Add a Tip
To enable tipping:
Click into a scheduled payment
Turn on Allow Tips
Tips for Creating Payment Schedules Faster
Copy an Existing Schedule
If you have similar schedules:
Open an existing schedule
Click the Payment Schedule Options icon
Select Copy Payment Schedule
Copy Individual Payments
For schedules with multiple payments (e.g., monthly plans):
Hover over a payment
Click the Copy icon to duplicate it
