Plan: The grouped customer payment view is live on every plan (default on). New instalment payment plans are Pro. Existing agreements stay visible after a downgrade. The pane is live; it is not a “coming soon” placeholder.
PayBlah keeps balances on each original invoice. A bundle is presentation and cover-set safety — not a merged financial document that erases line invoices. These settings never merge balances, currencies, customers, or audit history.
Prerequisites
- Admin or Owner to save the pane.
- Payment-plan policy controls are locked with a Pro badge on plans below Pro. The invoice-bundle switch stays available.
Open the pane
- Go to Settings.
- Open Payment plans & bundles.
- Press Save changes after you edit.
Invoice bundles (live on every plan)
- Find Invoice bundles.
- Set Show all open invoices together in the customer payment view (the switch label is Show grouped customer payment view).
- On — the customer can review and pay open invoices for the same business and currency together. Every invoice keeps its own balance and history.
- Off — presentation stays per-invoice oriented. Same-day consolidation still applies.
Always-on safety
- Reminders due to the same customer on the same day are consolidated into one clear message. That rail cannot be disabled.
- The engine refuses cross-customer or cross-currency cover sets.
Payment plans on the same pane (Pro)
When your plan includes them, the Payment plans block is live:
- Allow payment plans — switching off blocks new agreements; existing plans remain visible.
- Let customers propose a plan
- Maximum instalments offered, Minimum instalment, Maximum plan length
- Require a first payment now — customer self-proposals stay unavailable while this is on
- Stop after consecutive misses
- Auto-accept proposals inside policy
If the block is locked, the page says New payment plans are available from Pro. Use Open Payment Plans when the link is shown. Detail on running an agreement belongs in Getting paid, not here.
Expected result
The customer payment view follows the bundle switch. Same-day chase consolidation still happens either way. Pro accounts can change instalment policy; lower plans cannot create new plans.
What this will not do
- Does not invent a separate “bundle invoice number” that replaces your accounting invoices.
- Does not enable instalment arrangements on Starter or Growth — that gate is Pro.
- Does not weaken stop, dispute, or payment protections on any invoice in the set.
- Does not hold customer funds. Card checkout, when used, goes to your own payment connection.