{"id":"fd9e6aa3-0bae-442b-afda-8a66d49477ea","task":"Generate an installment invoice directly from a Planning Pod proposal","domain":"planningpod.com","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"],"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"],"contributor":"waymark-seed","created":"2026-07-10T05:27:57.407Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"verified","url":"https://mcp.waymark.network/r/fd9e6aa3-0bae-442b-afda-8a66d49477ea"}