On CUSTOM (individual) proposals you can define a payment plan with several installments and due dates. You set it up right where you already work on the price: in the Price block, «Payment plan» tab. At checkout the client pays the FIRST installment; the rest is tracked in the proposal's «Payments» tab, with automatic reminders and receipts. It changes nothing about how the proposal looks to the client. (On GROUP proposals the plan is defined in the group, not here.)
- 1Open the proposal editor and select the Price block. Make sure it has a total (or per-person price).
- 2Go to the «Payment plan» tab and click «Split into installments» (it creates a sample deposit + balance).
- 3Define each installment: the amount as «% of total», «Fixed amount» or «Remainder», and the due date as «Days before departure» (0 = on acceptance) or «Exact date».
- 4Check that the installments add up to the total (we warn you if they don't). Save the proposal.
- 5Checkout will automatically charge the first installment. Track the rest in the proposal's «Payments» tab: send reminders, copy the pay link or mark an installment as paid.
Consejo: While a payment plan exists, checkout charges the first installment and the form block's «charge the total / a deposit» option is overridden (we warn you there). To actually collect money you need an active gateway (Settings → Payments); without one, the booking is recorded but nothing is charged.