Overview

Payment schedules determine how and when your clients pay for their bookings. This guide covers everything you need to know about setting up payment schedules in Flashquotes.

Accessing Payment Schedule Settings

1

Navigate to Forms

Go to the Forms section in your dashboard

2

Select Your Form

Click on the booking form you want to edit
3

Open Settings

Click the Settings tab at the top of the form editor

4

Find Payment Schedule

Scroll down to the Payment Schedule section

Payment Schedule Types

Using Multiple Payment Schedules

Why Use Multiple Booking Forms?

Different client types often require different payment terms:

Corporate Clients

Invoice only with Net 30 terms

Private Events

50% deposit required

Last-minute Bookings

Full payment upfront

Setting Up Multiple Forms

Selecting the Right Form When Sending Quotes

1

Send Quote

Click Send Quote on the quote details page
2

Choose Form

In the send quote modal, look for “Choose a booking form”

3

Select Appropriate Form

Select from the dropdown based on: - Client type (corporate vs. private) - Event timeline (rush vs. standard) - Your payment preferences for that specific client

The form you select determines: - Which payment schedule applies - What payment options the client sees - How and when payments are collected

Best Practices

Common Scenarios

Wedding Catering

Form 1: Wedding Booking - Standard - 25% deposit to secure date - Remaining balance due 2 weeks before event Form 2: Wedding Booking - Payment Plan - 25% deposit - Balance split into 3 monthly payments

Corporate Catering

Form 1: Corporate - Net 30 - Invoice only, Net 30 terms Form 2: Corporate - Immediate - Full payment required for first-time clients

Mixed Event Types

Form 1: Private Events - 50% deposit required Form 2: Corporate Events - Invoice only, Net 30 Form 3: Last Minute Bookings - 100% payment upfront

Troubleshooting

Frequently Asked Questions