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Create a Payment Schedule
Learn how to create a payment schedule step-by-step. You can set up payment plans or one-time payments for your invoices.
By Erro Support | 01/25/2026
1. Select Invoice to Edit
Start by navigating to the invoices section to see all your created invoices. To edit an invoice, click on the name of the invoice you want to modify.
2. The Invoice Editor
The Invoice Editor allows you to modify the details of your invoice, including Estimate Items, Notes & Attachments, Schedule Payments, and more. All edits will be made using the column on the right side and a preview of the invoice will be displayed on the left side.
3. Payments
Using the Payments section, you can set up a payment schedule for your client, specifying due dates and amounts to be paid in installments. Additionally in this section, you can add discounts or credits to the invoice total if applicable.
4. Payment Schedule
By clicking the 'Payment Schedule' button, you can manage the schedule of payments for this invoice, setting it up as a payment plan or a one-time payment.
5. Add Payment
Click the 'Add Payment' button to include a new payment installment in the schedule..
6. Enter Payment Details
Enter either the payment amount or the percentage of the total invoice amount for this installment. Then, set the due date for when this payment is expected to be made.
7. Choose Recurring Option
If you would like to set up recurring payments, enter a partial percentage or amount then use the 'Repeat' dropdown to specify the frequency. You can choose to repeat the payment weekly, bi-weekly, monthly, quarterly, or annually with the options to repeat a set number of times or until the invoice is fully paid.
8. See Payment Schedule
The scheduler will automatically update to show the payment installments you've added, along with their due dates and amounts. You can edit or delete any payment from the schedule as needed.
9. Save the Payment Schedule
Once you have added all desired payments to the schedule, click the 'Save Payment Schedule' button to apply the changes to the invoice.
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