Payment schedule module

How it works

• Displays a schedule of installments if one is attached to the quote. Each row includes the name, due date (formatted or custom text), and amount.

Configuration (fields)

• Heading (default "Payment schedule")
• Column headings (payment_schedule_columns group)
  • Name (default "Name")
  • Due (default "Due")
  • Amount (default "Amount")

What’s fixed

• Default text group with “Scheduled payments”
• Due text group: due_now, paid, processing (used by client logic and hidden labels)

Limitations/caveats

• Renders only if a payment schedule exists on the quote.
• Payment schedules can only be created through HubSpot's in-app quote creation experience.