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Invoices with a payment schedule the client can see.

Bill from the event in full, as a retainer and a final payment, or as a deposit and monthly installments. The client sees each installment and its due date in their portal.

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Harbour Lights Gala invoiceMaya Okafor · Harbour Trust
$15,400.00outstanding
Payment schedulePayment in full50% retainer + 50% finalDeposit + monthly installmentsDeposit 3,000.00Installments 5First installment due 1 Nov 2026Split $18,400.00 into payments
Payment in full$18,400.00due 1 Mar 2027
Retainer$9,200.00
Final payment$9,200.00

Email history

Day 0 reminder · sent · 9 Oct 2026

Day 3 reminder · sent · 12 Oct 2026

Day 0 reminder · sent · 1 Nov 2026

Day 3 reminder · sent · 4 Nov 2026

Day 7 reminder · sent · 8 Nov 2026

Payment history

No payments received yet.

$3,000.00 recordedbank transfer · 13 Oct 2026 · succeeded
Record payment$18,400.00 outstanding
Apply to installmentDeposit · $3,000.00 remainingPayment methodBank transferDate received13 Oct 2026
Record paymentRecord only funds already received. This does not charge the client or move money.
Oct
Nov
Dec
Jan 2027
Feb
Mar
Today · Tue 10 Nov
Day 0
Day 3
Day 0
Day 3
Day 7
Deposit$3,000.009 Oct · recorded
Deposit$3,000.009 Oct · recorded
Installment 1 of 5$3,080.001 Nov · open
Installment 1 of 5$3,080.001 Nov · open
Installment 2 of 5$3,080.001 Dec · open
Installment 2 of 5$3,080.001 Dec · open
Installment 3 of 5$3,080.001 Jan · open
Installment 3 of 5$3,080.001 Jan · open
Installment 4 of 5$3,080.001 Feb · open
Installment 4 of 5$3,080.001 Feb · open
Installment 5 of 5$3,080.001 Mar · open
Installment 5 of 5$3,080.001 Mar · open
Harbour Lights Gala invoiceMaya Okafor · Harbour Trust
$15,400.00outstanding
Payment schedulePayment in full50% retainer + 50% finalDeposit + monthly installmentsDeposit 3,000.00Installments 5First installment due 1 Nov 2026Split $18,400.00 into payments
Payment in full$18,400.00
Retainer$9,200.00
Final payment$9,200.00
9 Oct
Deposit9 Oct · recorded$3,000.00
Deposit9 Oct · recorded$3,000.00
1 Nov
Installment 1 of 51 Nov · open$3,080.00
Installment 1 of 51 Nov · open$3,080.00
1 Dec
Installment 2 of 51 Dec · open$3,080.00
Installment 2 of 51 Dec · open$3,080.00
1 Jan
Installment 3 of 51 Jan · open$3,080.00
Installment 3 of 51 Jan · open$3,080.00
1 Feb
Installment 4 of 51 Feb · open$3,080.00
Installment 4 of 51 Feb · open$3,080.00
1 Mar
Installment 5 of 51 Mar · open$3,080.00
Installment 5 of 51 Mar · open$3,080.00
Today
10 Nov
Record payment$18,400.00 outstanding
Apply to installmentDeposit · $3,000.00 remainingPayment methodBank transferDate received13 Oct 2026
Record paymentRecord only funds already received. This does not charge the client or move money.

Email history

Day 0 reminder · sent · 9 Oct 2026

Day 3 reminder · sent · 12 Oct 2026

Day 0 reminder · sent · 1 Nov 2026

Day 3 reminder · sent · 4 Nov 2026

Day 7 reminder · sent · 8 Nov 2026

  • Five payment schedulesFrom payment in full to monthly installments.
  • Reminders on the due dateThen 3 and 7 days later.
  • A PDF of every invoiceDownload it from the invoice.

Know what is owed before you ask.

The Invoices list opens on the total outstanding, what is past due and your drafts.

  • Start from the proposalLines, discount and tax come with it.
  • Add unbilled hoursOne line per person.
  • Tax by amount or rateOr your saved rate.
  • Draft firstIt reaches the portal when you send it.
Outstanding$26,100.00Past due1Drafts1

Offsite planning and productionPriya Nair · due Feb 1, 2027 $12,000.00

Venue holds and consultationRuth Abara · due Sep 30, 2026 Past due$1,500.00

Lakeside FundraiserDana Ellis · due Sep 4, 2027 $12,600.00

Three things the invoice does for you.

  • Deposit + monthly installments $18,000.00

    DepositDue Oct 1, 2026$6,000.00

    Installment 1 of 3Due Dec 1, 2026$4,000.00

    Installment 2 of 3Due Jan 1, 2027$4,000.00

    Installment 3 of 3Due Feb 1, 2027$4,000.00

    Split it into months

    A deposit, then up to 23 installments, each with a due date.

  • Automatic payment reminders

    Day 7 remindersent · Sep 22, 2026

    Day 3 remindersent · Sep 18, 2026

    Day 0 remindersent · Sep 15, 2026

    Remind the client for you

    Each email is listed on the invoice. A checkout in progress pauses them.

  • Apply to installmentDeposit · $6,000.00 remaining
    Payment methodBank transferReferenceNorthstar wire 4471
    Record payment

    Record a check or a transfer

    Against its installment. Recording moves no money.

Every installment stays with the event it belongs to.

Send the next invoice from the event.

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