Split any appointment into scheduled payments, and collect every one on time.
Payment Schedules is part of GenayaPay. Carve one large total into up to 12 payments - a deposit up front, progress payments along the way, a final balance at the end - by percentage or dollar amount. Send each payment for the client to pay online, or auto-charge the card on file the moment it comes due.
One lump sum at the end is where cash flow stalls
Big totals collected as one lump sum are how projects stall and cash flow suffers. A schedule turns the same total into a deposit, progress payments, and a final balance - so money arrives while the work happens, for clinics, firms, agencies, contractors, and field teams alike.
The whole total waits until the very end
Weeks of work, materials bought, hours logged - and every dollar of it sits in one invoice that cannot be sent until everything is finished. The business funds the project while the client holds the money.
trending_downCash arrives months after the costs didDeposits and progress payments live in a spreadsheet
A deposit here, a milestone there, a partial payment someone took over the phone. The plan lives in one file, the payments in another, and someone reconciles the two by hand every week.
trending_downNobody can say what is actually still owedChasing the final balance becomes someone's task
The work is done, the client has moved on, and now someone has to call, email, and call again for the last payment. The awkward follow-up falls on whoever delivered the work.
trending_downThe last payment is the slowest oneDue dates that collect themselves
Opt in per payment. Genaya charges the card on file on the due date, or the moment the appointment is done - no invoice chase, no reminder emails to write. If a charge declines, it is retried up to 3 times and your team is notified each time, so nothing fails silently.
- checkOpt in per payment - mix auto-charge and manual on one schedule
- checkCharge on a due date or the moment the appointment is done
- checkDeclines retried up to 3 times with your team notified
Cash and check payments stop slipping through
Not every milestone is a card payment. Mark a payment as cash or check and Genaya nudges you to collect it the moment the work is done - a notification, an email, and an in-app popup - so the payment gets collected while everyone is still standing in the same room.
- checkCollect any milestone as cash, check, or card
- checkNotification, email, and in-app popup when it is time to collect
- checkRecorded payments apply to the schedule automatically
Clients see the whole plan and pay online
Send any payment and the client gets a branded email with the full schedule - what is paid, what is due, and what comes later. One click opens your client portal, where they pay by card or bank transfer through GenayaPay. Optional overdue reminders exist when you want them, and they are off by default.
- checkBranded email showing the full schedule, not just one bill
- checkPay online through the client portal - card or bank transfer
- checkOptional overdue reminders, off by default
Everything a schedule needs to run itself
Flexible splits
Up to 12 payments per appointment, by percentage or dollar amount, each with an optional due date and milestone note.
Auto-charge
Opt in per payment. The card on file is charged on the due date or the moment the appointment is done, with declines retried up to 3 times and your team notified.
Manual collection nudges
Cash and check milestones nudge you to collect when the work is done - a notification, an email, and an in-app popup.
Automatic allocation
Payments apply to the right milestone on their own, so the appointment always shows paid, partially paid, due, and overdue.
From one big total to money that arrives on schedule
Build the split
Open the appointment, choose percent or dollar amounts, and lay out the deposit, progress payments, and final balance.
Send payment requests
The client gets a branded email with the full schedule and pays each milestone online through the client portal.
Money applies itself
Every payment lands on the right milestone automatically - no spreadsheet, no manual matching, no guesswork.
Scheduled payments on the same rails as the rest of your money.
Deposits, progress billing, and final balances collect through GenayaPay - cards, bank transfers, payouts, and disputes in one place.
Built for work that is too big for one bill
Contractors and field teams
Deposit before the work, progress billing at each stage, final balance on completion - without chasing any of them.
Agencies and firms
Split retainers and project fees into predictable milestones clients can approve and pay online.
Clinics and practices
Break treatment plans and larger balances into manageable payments that collect themselves.
A schedule that knows the rest of the business
Payment Schedules is one part of Genaya. Every milestone connects to the appointment, invoice, portal, and payment rails it belongs to - without an integration project.
Genaya Pay
Every scheduled payment rides the same rails as the rest of your money - cards, bank payments, payouts, and disputes in one place.
Invoices
The schedule is sub-payments inside one invoice, so the client sees a single bill with a clear plan for paying it.
Client Portal
Clients open their portal, see the whole schedule, and pay the milestone that is due - on your brand, not a third-party page.
Appointments
The schedule lives on the appointment it belongs to, so paid, due, and overdue always sit next to the work itself.
Questions teams ask before splitting a bill
No. A payment schedule creates sub-payments inside one invoice for the appointment, so your client sees a single bill with a clear plan for paying it.
Send any payment on the schedule and the client gets an email with a secure link to your client portal, where the whole schedule is visible and they can pay the amount due with a card or bank transfer through GenayaPay.
The charge is retried automatically, up to 3 times, and your team is notified each time so nothing fails silently. You can always collect that payment manually instead.
Yes, for the payments that have not collected anything yet. Once a payment has money against it, that row locks - its amount, due date, and note stay exactly as they were - while the remaining unpaid balance can still be re-split, added to, or combined.
Mark any milestone as cash or check and Genaya nudges you to collect it when the work is done - a notification, an email, and an in-app popup - so manual payments get the same follow-through as card payments.
Yes, optionally. Overdue reminders are off by default, so nothing emails your clients unless you decide it should. Turn them on and clients get a gentle nudge with a link to pay online.
Nothing is silently rewritten. The appointment shows how much of the new total the schedule does not cover yet, and you can add payments to cover the difference.
Payment Schedules is available on the Business plan. Turn it on from Settings, under Features, and it appears on every appointment's Payments tab.
Ready to stop waiting for one big payment?
Build the split on your next appointment, send the first request, and watch the deposit apply itself.