Instalment plans with direct debit
Split an invoice into instalments collected by client-authorised direct debit, with automatic retries for failed debits.
The problem it solves
Large invoices are hard for clients to pay at once, and collecting instalments by hand is a constant follow-up.
How it works
- Split the invoice into an instalment plan.
- Activate the plan once the client authorises direct debit.
- Instalments are charged on schedule and failed debits retried.
What your practice gets
- Clients pay large invoices over time.
- Collection without manual follow-up.
- Cancel or adjust plans as needed.
Questions accountants ask
Does the client have to authorise the debit?
Yes. Direct debit is client-authorised.
What happens if a debit fails?
It is retried.
Can I cancel a plan?
Yes.
Related features
Features that work alongside instalment plans with direct debit.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoCard and direct debit payments
Connect Stripe to take card and client-authorised direct debit payments into the practice bank account.
Commission splits
Split commission on an invoice, review commission and exclude lines that should not attract it.
Online invoice and payment link
Clients open their invoice online, download the PDF and pay by card from a link.
Invoice import from other systems
Import invoices from your previous software by CSV, with AI-suggested column mapping and a preview before import.
Invoice and quote templates
Customise the PDF templates for invoices and quotes, with a preview, so documents carry your brand.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.