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Client Select Payment Plan + Contract Issue

  • August 14, 2024
  • 1 reply
  • 25 views

Ashley Rufino
Creative Icon
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LOVE the client select payment plan option!!! 

BUUUUUTTTTTTTT…… in an all in one booking smartfile the contract comes before the payment page where they can opt for a payment plan. 

My contract has the service smartfield as well as payment detail smartfields. Not being able to select a payment plan or pay in full discount on the invoice puts a BIG kink in this. The contract would not match what payment terms they choose.

I don’t want to remove these terms from my contract because they cover me and outline any late fees or payment requirements.

If the contract gets put after the Invoice, not even sure it even reflects in the contract and leaves potential legal problems (as per the pop up message info as well).

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1 reply

Diana The Finer Points
Luminary
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Yep - you can put it after the invoice page (not the payment page) and it will carry over into contract.