SimplaTask
Installments

Big invoices,
small payments.

Split any invoice into a payment plan your customer can actually afford. No third-party BNPL provider. No extra fees per transaction. Balance-due tracking on every payment.

SimplaTask Installments list — 16 active installment plans with start date, end date, and next payment date
What it does

One total.
Manageable pieces.

An installment is one invoice paid off across a set number of scheduled payments. Customers see the full balance up front, then pay it down on a regular schedule.

Split any invoice

Pick “Installment” in the invoice wizard, set the number of payments and the frequency. The wizard does the math; the customer agrees once.

Fixed end date

Every plan has a start date and an end date right on the dashboard. After the final payment clears, the plan is automatically closed.

Track each payment

Balance-due updates after every payment clears. View any installment plan from the dashboard, see the next payment date, the schedule, the running balance.

How it works

No third-party.
No surprise fees.

Installments live inside SimplaTask. The same merchant, the same processor, the same dashboard—just split.

  1. 1

    Build the invoice

    Use the same 5-step invoice wizard. On Step 4 (Payment Type), pick Installment.

  2. 2

    Set the plan

    Number of payments, frequency (monthly, biweekly), and start date. SimplaTask calculates each payment automatically.

  3. 3

    Customer agrees once

    They see the total, the schedule, and the per-payment amount up front. One signature locks the plan.

  4. 4

    Watch the balance tick down

    Each cleared payment updates the dashboard. After the last one, the plan auto-closes.

Installments list view with member, frequency, status, start date, end date, and next payment date columns
Who uses it

Built for sales that
don't fit one payment.

HOA annual dues

Split a $1,200 annual fee into 12 monthly payments. Treasurer sets it up once.

Dojo enrollments

6-month belt programs split into biweekly payments. Members pay on the schedule that fits their life.

Project & service work

Big projects split into milestone payments. Each invoice closes a phase.

High-ticket retail

Furniture, custom hardware, or premium services that need a payment plan to close.

Sell more.
Wait less.

Skip the BNPL middleman. Split the invoice yourself—keep the customer, keep the margin, keep the data.