Sprout Invoices is a fully customizable invoice plugin for WordPress. Estimates & invoices can be customized choosing from a variety of built-in options or built fully custom with a theme template. The plugin has add-ons for even more features, such as estimate ranges and expense tracking. It works great with over 300 apps, including WooCommerce, QuickBooks Online, WPForms, and more. Sprout Invoices is compatible with several payment methods like PayPal and Stripe to collect payments instantly.
With PayFlexi integration, you can allow your clients to set an upfront amount for invoices and pay the balance in a flexible instalment plans.
Installing Sprout Invoices
First, Install the Sprout Invoice plugin. You can install either the free version or the premium version.
To learn more about getting started with Sprout invoices setup, click here.
Integrating PayFlexi Payment Plans with Sprout Invoice
After setting up Sprout Invoices, the next step is to install and configure PayFlexi payment plans for Sprout Invoices.
1. Download the plugin from here. You will get a zip file which you have to upload in the “Add New” menu option in the WordPress admin panel.
2. Upload the plugin to your WordPress dashboard. For this, login to WordPress Admin Panel then Under the Dashboard, hover your mouse over the “Plugins” menu option which brings out a Sub-Menu then select the “Add New” option.
After this, you will see an option on the top of your page that is “Upload Plugin”, Now clicks the option to upload the zip file.
By clicking on the “Upload Plugin” option, below that you will see a button “Choose File” click on the button to browse for the zip file as per the snapshot below.
After browsing the file, click the “Install Now” button to install the plugin as per the snapshot.
Now when the plugin is installed correctly, you will see the success message & an option to activate the plugin. Then, click on “Activate Plugin” to activate the installed PayFlexi plugin.
3. To configure the plugin, go to Sprout Invoices > Payment Processors from the left hand menu, then click Checkout from the top tab. You will see PayFlexi as part of the Payment Processors Options. Click on it to settings button to configure the payment gateway.
Once you have properly setup, you can create your first invoice and send it to your clients or customers. Here is how your invoice will look like depending on the template you choose when creating it.
Once the customer clicks on “Make a Payment”, they will see the PayFlexi button that will launch the checkout to select their installment plans.
Once you have made a part payment, your invoice will show the new balance and the option to complete the payment.
PayFlexi already automates collecting the balance. It will charge your customer on the due date based on their selection. You can view their payment, the next payment date and outstanding amount from the PayFlexi dashboard.
Accepting partial payments on invoices and offering instalment plans can be highly beneficial for small businesses. Allowing customers to pay their invoices in instalments can offer customers more flexibility, and help businesses to collect money that is owed on overdue invoices.
