When creating an invoice or instant booking form, you can set a retainer to split the total amount into two payments. This requires your clients to pay the retainer upfront, with the remaining balance due at a later date. You can choose to have the second payment automatically charged to their card or have them manually pay.
To send an invoice, you need to create a project, since invoices are generated and sent within the project.
From your project, click "Add" to create a new invoice, or click the three dots and select "Edit invoice" to open an existing invoice.
Click the "Options" dropdown next to "Payment method." Click "Add a deposit."
Then, enter the amount and due date. You can set the deposit amount by entering a fixed amount or selecting a percentage.
To automatically charge the remaining balance on the due date, switch the charge method from manual to auto-charge. Auto-charge requires that you deselect your other payment methods so that you only have credit card or ACH through Stripe or Square as options. (This requires the users to make the initial deposit with a credit card or ACH, saving their info within Stripe or Square, allowing for the automatic second payment on the final due date.)
Once you set your deposit amount, you can click "Create." Next, a pop-up will appear, with the option to send the invoice.