Bookings and Payment Plans Scheduling services into a calendar, and staging payment across a piece of work.

Two surfaces for services: bookings put work into a calendar, payment plans decide when it is paid for.

Bookings

Where a service carries a scheduled delivery model, it is booked into a calendar.

Availability comes from the same place as everything else scheduled here — the hub's working week and business hours, and the availability of whoever delivers. A booking respects the working week without anybody maintaining a second calendar.

The setup for how customers book — event types, durations, routing to the right person — lives in the Booking Engine. See Booking: Event Types in the Operations section.

Payment Plans

A payment plan stages payment across a piece of work rather than invoicing it all at once.

Each carries a name and slug, a description, a currency, the product it applies to, and two fields that matter for project work:

• Retention percentage — a portion held back until completion
• Retention release months — when the held-back portion becomes due

Retention is standard in construction, engineering and other delivery work where the customer holds a percentage until a defect period passes. Modelling it here means the invoice reflects the contract rather than someone remembering to hold back 5%.

When To Use One

Use a payment plan when payment is staged by milestone or when retention applies — anything where invoicing the full amount on day one would be wrong.

Do not use one for a simple sale. A single invoice is simpler and does not need maintaining.

Setting One Up

1. Name it for the arrangement, not the customer — "30/60/10 with 5% retention" is reusable; "Acme plan" is not.
2. Set the currency to match how the work is sold.
3. Attach it to the product it applies to.
4. Set retention if the contract has any, with the release period.
5. Apply it on the deal line when quoting.

Common Questions

Can one product have several plans? Yes. Different customers agree different terms, so the plan is chosen on the line item.

Does a plan raise invoices automatically? It defines the arrangement. Invoicing is Finance.

What about recurring subscriptions? Recurring billing is in Finance today; the Subscriptions surface in Commerce is still being built.

Can retention be released early? The plan sets the expectation. Releasing early is an invoicing decision.