Help Center / Invoicing and payments /
Split payments (deposits)
Invoices can be configured for split payments, so clients pay a deposit upfront and the remaining balance later. Each payment milestone has its own amount and due date, which means payment schedules can match project phases, deliverables, or any agreed timeline.
Setting up a deposit
A deposit can be defined as a fixed amount or a percentage of the invoice total. When a deposit is set, the invoice presents the deposit amount as the first payment due, with the remaining balance shown as a separate milestone. The client sees the payment schedule clearly on the invoice, with each milestone's amount and due date listed.
Multiple payment milestones
Beyond a deposit-and-balance split, multiple milestones can be configured on a single invoice. A project-based invoice might break into three milestones: 30% on signing, 40% at midpoint delivery, and 30% on final completion. Each milestone gets its own due date, and clients pay each one individually as it comes due.
Tracking partial payments
When a client pays a milestone, the invoice shows the amount collected and the outstanding balance. The invoice itself stays in "Pending" or "Overdue" status until all milestones are settled, at which point the status moves to "Paid" automatically. Each payment event is logged with its own timestamp, method, and amount, so you always know exactly where things stand.
Split payments remove the all-or-nothing constraint from invoicing, so payment terms can align with project milestones and cash flow matches the pace of delivery.
