How do I set up a recurring payment plan?

Setting up a payment plan or installment agreement is likely the most popular feature Headnote offers. To do so, please follow these steps:

1. Click the “Request Payment” button on your dashboard:

     2. Choose the “Custom Link” tab

    3. Fill out the Custom link page. Make sure to complete the following:
            - Enter the client receiving the Custom Link
            - Enter the total amount your client owes you
            - Enter the Due Date
            - Choose the payment destination (Operating or Trust account)
            - Toggle the “Recurring Payments” button to Yes.
            - Customize the recurring payment plan

     4. Once satisfied, click the “Create” button

     5. Copy and paste your Custom Link

      6. Send it to your client!