Editing installment labels

Installment labels let you control what your clients see when they're reviewing and authorizing payments with installment schedules.

Instead of generic installment names, you can use labels like "Deposit" or a traveler's name to make the payment schedule clearer.

Each installment on a payment schedule has a pencil icon next to it. Clicking that icon lets you rename the label for that installment. The custom label then appears on the pricing schedule tab, on generated invoices, and during the authorization flow for travelers. On the authorization page, travelers see only the installment that's next in line, with its label. The others appear one at a time as each is authorized. Labels change the name only. They don't change the order or let travelers authorize more than one installment at a time.

Note: Once an installment is authorized, it becomes a "payment" everywhere it appears, including on the traveler's pricing tab. Custom labels are only visible before authorization and do not appear on the PDF receipt.

Renaming for clarity. If your payment schedule has one upfront payment followed by additional installments, you can label the first one "Deposit" and the rest "Installment 1," "Installment 2," etc.

Note: An installment labeled "Deposit" still works like any other installment. If you label two installments as deposits (for example, a supplier deposit and an agency deposit), your client can authorize only the first one at booking. The second appears after the first is authorized. To collect both at the same time, put each deposit on its own activity. See "How do I collect two deposits at booking at the same time?" in Credit Card Auth Features: Installments & Partial Payments.

Coordinating payments across multiple travelers. If different people in a group are responsible for different installments, you can label each one with a traveler's name (e.g., "Katie" and "Molly") as a signal for who should authorize what.

Note: Labeling an installment with a traveler's name doesn't assign it to them. The label is a visual cue only. All travelers see every installment on the pricing tab and on invoices, but the authorization page shows one installment at a time, in the order you added them. If you label the first installment "Katie" and the second "Molly," Molly can't authorize hers until Katie's is authorized. If travelers need to authorize their shares independently, use packages or group sub-trips instead. See How to Split Payments on a Trip.