What’s New?
- Create installment plans on your Estimates, splitting total into multiple payments - therefore, helping you to collect deposits directly on the invoice created post acceptance.
- Choose between Percentage-based or Fixed-amount schedules
- Configure First Payment (upon acceptance or on a custom date)
- Configure Subsequent Payments as regular intervals or on custom dates
- Preview how each installment appears on the Estimate PDF
- Automatically send an Invoice after estimate acceptance, with direct-pay enabled
How to Use?
- Open or create an Estimate as usual.
- Under Amount Due, click Add Payment Schedule.
- Select your schedule type:
a.) Percentage (e.g. 33% × 3 installments)
b.) Fixed Amount (e.g. ₹500 × 4 installments)
- Configure your First Payment:
a.) Upon Estimate Acceptance or
b.) On a Custom Date
- Configure Subsequent Payments:
a.) At regular intervals (e.g. monthly) or
b.) On specific dates of your choosing
- Click Add Schedule to attach the plan to your Estimate.
- Under Additional Options check Send Invoice and toggle Enable Direct Payments to trigger an invoice automatically once the customer accepts.
- Save and send your Estimate. The customer sees a breakdown of each installment and can accept and pay online directly on the invoice that they are redirected to right after.
Why We Built It
- If you wanted to offer your customers flexible payment plans—like a 30% deposit and two equal monthly installments once estimate is accepted— you can now do that.
- By introducing payment schedules on Estimates, agencies (plumbers, cleaners, landscapers, etc.) can:
- Improve cash flow by automating installment invoicing