You'll start by making an invoice as you normally would. The steps are available below or you can skip to step _ for information on just the payment plan 

Part 1: Create the invoice draft 

1. Go to Tools then Invoices
2. Select Create New Invoice 
3. Chose whether you would like to invoice a Guest, Member, or Organization
4. Select a due date, or if they have a credit card on file you can charge their card immediately
5. Then, determine if you would like to allow credit card and/or Pre-authorized Debit (psst! PAD has lower processing fees)
6. Then enter in your line item(s). You can enter more items in by clicking Add Item 
7. Then you can click Save Invoice to save the invoice to a draft state

Part 2: Set-up Payment Plan + Send Invoice

1. Scroll to the Payment Schedule area and pick Payment Plan 
2. Then you can either create your payment plan manually using the Add Payment button or use AI to do all the work for you by selecting Auto-Generate Plan. Then simply type in the type of payment plan you want to create. For example you could say: Split into 2 equal payments 30 days apart
3. Then Save the Payment Plan and finalize your invoice in the method of your choosing