Generate an installment invoice directly from a Planning Pod proposal
domain: planningpod.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Convert an accepted Planning Pod proposal into an invoice
Set up the payment installment schedule (deposit, interim, final balance)
Enable online payment collection (credit card or ACH) through the client portal
Confirm automated payment reminders are turned on
Track payment status against the installment schedule as client payments come in
Known gotchas
Planning Pod does not publish a general-purpose public REST API; outside automation runs through Zapier or Planning Pod's MCP endpoint for AI assistants, not custom API calls
Installment schedules must be configured before the client portal link is sent, or the client will only see a full-balance-due option
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