How to handle different payment schedules for different selections

Hi there! A couple ideas:

1. Make the deposit a flat fee and have only that amount due at time of booking. Generate a standalone invoice for the remaining balance (s) in a separate file after it's paid. (I like this option least as it's more manual work)

2. Create a separate file for bundles and one-session services. This way you can adjust the pay schedule accordingly. On the single session file, have the payment schedule work just as you mentioned. Then for the multiple season bundles, create a separate payment schedule that spreads payment out. 

Hope this helps! 

Thanks Cassie! These both seem like reasonable options, but I’ll list my trouble with each. Maybe I’m missing something and these aren’t really issues?!

1. Autopay has treated me really well, as it means less work for my clients and the fact that I never have to have awkward money interactions. It seems like the standalone invoice would mean I would have to deliver, and they would have to pay, an invoice each time, correct?

2. This is what I’m doing now, but it eliminates the big potential for an upsell. Clients usually receive their proposal expecting to book a single session. But they often opt for a package with 2, 3, or even 4 sessions. This is a LOT of income for me and I hate to give up this easy way to “add on” and upsell, but I can’t figure out how to deal with payment in those instances.

I hope that all makes sense. And thank you so much for your help!

I haven't done this myself but, from what I read I think using a lead form can help with the add-ons. Seems like you can create a form specific to the different package add-ons you offer. You can email it to the client and once filled out it will automatically generate a separate invoice for that package chosen. Please test first. 

Thank you! I’ll have to look into that. I don’t have any experience yet with Lead Forms, but maybe now is the time to dive in….

Hi there, and sorry for the delay in responding. 

What I do with all of my event pros now is make that first payment a flat fee  (ie $500 instead of 50%). This amount needs to be less than if they only purchase the one session. (Our family/my business photographer requires a $50 deposit to hold the date, and the remaining is due at booking. This way no matter how many upsells they add, they’re still committing with a low-ticket deposit.

If it’s really an issue for them to pay the rest up front (because it’s a high cost), you can always go in and add a payment after they make the deposit. Hope this helps!