How to Set Up Installments for an Existing Invoice

BLANK WORKSHEET
INSTALLMENT WORKFLOW REVIEW
[ ] Original invoice and snapshot balance verified
[ ] Receipts and approved adjustments reconciled
[ ] Authorized decision makers identified
[ ] Amounts sum exactly to the scheduled balance
[ ] Calendar dates / receipt basis / holiday handling agreed
[ ] Approval saved with plan version and original terms
[ ] Next reminder reviewed against the plan
[ ] Each confirmed receipt allocated to the original invoice
[ ] Remaining schedule and balance reconciled after changes
Owner / next review / unresolved decision: [details]

FILLED EXAMPLE (fictional)
Fictional INV-310: 1,600 less confirmed 600 gives USD 1,000 to schedule. PLAN-310 records three approved installments; first confirmed receipt 333.34 leaves 666.66 open. Billing owner reviews the next message using the plan and actual receipt evidence.

BEFORE USE
Replace every bracketed field. Examples are illustrative. Confirm your agreement, local invoice requirements, and applicable tax treatment separately. This download does not send an invoice or update a billing record.

Source page: https://www.getinvoiceagent.com/guides/set-up-invoice-installments
Reviewed: 2026-10-02