The Instalments module lets you split a treatment or package payment across multiple scheduled dates. Clients can spread the cost of high-value treatments, making premium services more accessible. Payments are collected automatically on the agreed schedule via direct debit, and the balance updates in real time.
How It Works
01
Create a treatment plan or invoice in the client profile
02
Select Pay by Instalments and choose the number of payments and schedule
03
Client authorises the direct debit mandate
04
Payments are collected automatically and the client balance updates in real time
Key Features
Flexible Instalment Schedules
Direct Debit Collection
Auto Balance Updates
Failed Payment Handling
Client Notification
PDF Payment Plan
Instalment Report
Xero Sync
Pro Tips
Offer instalments on treatments above £300 to increase conversion of high-value consultations
Display instalment pricing prominently on your service menu (e.g. from £XX/month)
Set up failed payment retries at 3 days and 7 days to maximise collection before escalating