Payment schedules allow you to automatically request payments from clients at specific points during the planning process. Most schedules include an initial deposit followed by additional payments leading up to the event.

When a payment schedule uses percentage-based payments, the requested payment amounts may automatically update if the invoice total changes.

This is expected behavior and ensures that:

• your payment schedule always matches the invoice
• the correct balance is collected
• no manual recalculations are required

If you prefer your scheduled payment amounts to stay fixed—even when the invoice changes—you can enable the Catch-All Payment setting in your payment schedule.

When enabled:

This is a great option if you want more predictability in your payment plan while still capturing any updates to the invoice. To enable this, open your payment schedule and turn on the catch all payment setting in Step 3.

There are two ways payment schedules can behave when your invoice changes, depending on whether the Catch-All Payment setting is enabled.

Option 1: No Catch-All Payment Enabled (Dynamic Payments)
When the invoice total changes, the system automatically redistributes the updated total across your existing scheduled payments.

This is ideal if you want your payment schedule to always reflect the most current invoice total.

Option 2: Catch-All Payment Enabled (Locked Payments)
When Catch-All Payment is enabled, your scheduled payments remain unchanged.

This is ideal if you want predictable payment amounts while still capturing invoice updates.

Important:
Catch-All Payment only functions after at least one payment has been completed.

Payment schedules typically include:

Example schedule:

Deposit: $500 due immediately

Payment 2: 50% due 30 days before event

Payment 3: 50% due 10 days before event

Deposit payments can be configured as either:

• a flat amount (ex: $500)
• a percentage of the invoice total

Deposits are typically used to secure the booking.

All payments after the deposit are typically configured as percentages of the invoice total.

When setting up your payment schedule, the total of all percentage payments should equal 100% to ensure the entire invoice balance is collected.

Example:

• Payment 2: 50%
• Payment 3: 50%

Total = 100%

Payment amounts may automatically update when:

• line items are added or removed
• taxes or service fees change
• discounts are applied
• the overall invoice total increases or decreases

Releventful automatically recalculates the remaining payments so the final balance matches the invoice.

Invoice Total: $1,000

Payment schedule:

Deposit: $500
Payment 2: 25%
Payment 3: 25%
Payment 4: 25%
Payment 5: 25%

If the invoice total changes before any payments are made, the percentage payments simply update to reflect the new total.

Original invoice total: $1,000

Payments made:

Deposit: $500
Payment 2: $125 (25%)

Remaining balance: $375

Later, the client adds additional services and the invoice increases to $1,500.

Because the invoice increased, the remaining payment requests will update to reflect the new remaining balance.

To ensure the final balance is accurate:

• the remaining percentage payments adjust
• the final payment incorporates any difference from earlier payments

This guarantees the invoice is fully paid without requiring manual recalculation.

If earlier payments were calculated before the invoice changed, any remaining balance differences are automatically added to the final payment request.

This ensures the invoice total is always fully accounted for.

If you manually change the amount of a scheduled payment inside the invoice, the payment schedule will be removed.

You will see the following message:

"A payment schedule is currently managing this payment, do you want to remove the payment schedule?"

If confirmed:

• the payment schedule will no longer manage the invoice
• all payment requests will become fixed amounts
• future invoice changes will not update payment amounts automatically

At that point, payment adjustments must be managed manually.

• Percentage payment schedules should total 100%
• The final payment always adjusts to ensure the invoice balance is correct
• Removing the payment schedule disables automatic recalculation

For step-by-step instructions on creating and configuring payment schedules (including Catch-All settings), see: Creating Payment Schedules