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Processing Installments in CLIPitc
Processing Installments in CLIPitc

How to process installments in CLIPitc

Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

This article will be useful during the billing process after you have jobs and installments processed.

In order to begin processing monthly installment charges, click on either the Invoice tab or the QuickBooks tab (depending on whether you have QuickBooks linked with CLIPitc). Regardless of which tab you choose, the steps in this article are still the same.

From this screen,  look at the section labeled Installments.

Make sure to check the option Include Installments first. Only use the three dots button if you need to modify the displayed message for the installment message.

Click the drop-down labeled Month to Bill for, and be sure to include the correct billing month.
Choose the correct Transaction Date then click Process Installments. CLIPitc will show you on screen how many installments generated in GREEN letters.

At this point, when you click Print / Edit Individual Bills or Generate / Edit Individual Bills, the bill will look similar to the screenshot below.

From here, you can continue to bill out your customers.

And now you're all set! If you have any questions please visit our Help Center or log into chat at the bottom of the page at We'll be more than happy to answer any questions you may have.

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