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now that you know how to set up a payment plan template letamp;#39;s go over adding one on an invoice from the drop down select the payment plan youamp;#39;d like to apply youamp;#39;ll see the amounts due automatically populate note that if you have due dates based on the project date but no project date set youamp;#39;ll see the formula for the trigger display those dates will fill in as soon as a project date is set if you made special arrangements with a client and need to adjust the dates or amounts from the template you can do so by clicking on the installment youamp;#39;d like to adjust like any other dubsado template once a payment plan is applied to an invoice you can make changes here without affecting your master template this also means that you are free to delete old payment plans you no longer use without affecting existing invoices weamp;#39;ll wrap up this lesson on payment plans here but you will learn more about using them with recurring invoices proposals and w
