I have a smart file template set up with 5 pages:
- Services (they select one term of lessons 16 flute lessons over four months for a monthly price)
- Contract (collects details about the student and, if applicable, the parent, lists term begin and end dates, number of lessons, length of each lesson, payment terms, student, parent and teacher responsibilities)
- Scheduler (where they can sign up for the first up for the first lesson in the series. I’ve also added a question for them to indicate dates/weeks they are unavailable. After they complete the smart file I will set up the remaining 15 lessons manually.)
- Invoice (see below for what I’d like)
- Payment (require auto-pay)
On the invoice, I’d like to have the first payment due either when they sign the invoice (best) or on the first of the month of the term they have signed up for. Then three more invoices would go out automatically on the first of the following months. So for my fall term invoices would go out Sept. 1, Oct. 1, Nov. 1 and Dec. 1.
Originally, I had the entire price for the term listed on the Services page and then on the Invoice page I had four payments: (1) due at time invoice was signed (2) 25% due in one month (3) 25% due in two months (4) 25% due in three months. This would work the way I want it to, I guess, if I set a custom date for payments 2 through 4.
Just want to know if you all think there is a better way to accomplish what I want. Which route would you take?
