Managing Payment Plans

November 3, 2026

A payment plan splits the amount of a bill or request into installments with due dates, so you and your client can follow when each part should be paid.

Note. A payment plan is informative. Maatdesk doesn’t record payments automatically on the due dates; you still record each payment.

Table of contents

Create a payment plan

You can create a payment plan only for Approved bills. You can open the Create Payment Plan panel from:

  • The actions menu of a bill or request > Payment Plan. For requests, the option is available when the request is Awaiting Payment; it’s grayed out for Draft requests.
  • Add Payment Plan in the Billing Details window or in the request details.
  • A billable matter, when you add or edit it. In Billing Preferences, the Hour billing type shows an Add Request button, and the Flat Fee billing type shows Fee Recipient, Amount and an Add Payment button.
Payment Plan in the actions menu of a bill
Payment Plan in the actions menu of a bill.
  1. Click the actions arrow of the bill.
  2. Select Payment Plan.
Create Payment Plan panel
The Create Payment Plan panel.
  1. The Invoice, Matter, Amount and Contact of the plan.
  2. Generate Installments creates the installments for you.
  3. Add Installment adds installments one by one.
  4. Save is enabled once the plan has installments.

Generate the installments

Click Generate Installments.

Generate Installments options
Generate Installments.
  1. Enter the Down payment, if any.
  2. In Create, enter the number of payments and select their frequency: Weekly, Monthly or Yearly.
  3. Set the first due date in With the first due date. By default, it’s seven days from today.
  4. Check the amount of each payment in One payment of.
  5. Click Apply.

Add installments one by one

Installment row with date and amount
An installment.
  1. Click Add Installment + and set the Date.
  2. Enter the Amount.
  3. Click × to remove the installment.
  4. Click Add Installment again for each installment.
  5. Click Save. The message Payment Plan for Invoice <number> was successfully created. appears, and the bill shows a P. Plan badge next to its invoice number.

The total of the installments can’t be greater than the amount of the bill. If it is, the panel shows The payment plan amount exceeds the invoice amount.

After you save, the installments appear in the Installments card of the Billing Details window, with the Date, Amount and a status badge for each installment (for example Pending or Due).

Each installment also appears as an event named PP- followed by the client name in the Payment Plan calendar of Schedules. Click the event to see the date, client, matter and a line such as “Scheduled payment for invoice #<number> of <amount>.” The events stay in the calendar after the bill is paid.

Edit a payment plan

You can edit the plan of an Approved bill:

  1. Click Payment Plan in the actions menu of the bill, click Edit in the Installments section, or edit the installment event in Schedules.
  2. Change the installments. If you use Generate Installments, the new installments replace the existing ones.
  3. Click Save.

Delete a payment plan

You delete a plan from the Billing Details window. The Edit Payment Plan panel has no delete option, and you can’t save a plan without installments.

  1. Open the bill.
  2. In the Installments card, click Delete.
  3. In the Delete Payment Plan window (“Are you sure that you want to delete this Payment Plan?”), click Yes to confirm, or No to cancel.
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