You can now break down Estimate payments into multiple installments using built-in tools, allowing clients to pay deposits and scheduled payments over time. Whether it's a percentage split or fixed amounts, everything flows directly into the invoicing process, helping businesses like cleaning services, landscaping companies, and other agencies streamline client payments and boost cash flow.

Why This Matters

Instead of chasing down full payments or juggling manual invoice reminders, you can now:

• Collect deposits upfront

• Offer clear, professional payment schedules

• Automate invoice creation upon estimate acceptance

• Make it easier for clients to pay through direct links

Step-by-Step: How to Add a Payment Schedule to an Estimate

Here’s how to set up flexible installment plans right inside your Estimate workflow:

1. Open or Create an Estimate

Start by creating a new Estimate or opening an existing one.

2. Add a Payment Schedule

Under Amount Due, click Add Payment Schedule.

3. Choose the Schedule Type

You’ll be prompted to pick one of two options:

• Percentage-based Installments (e.g., 33% × 3 payments)

• Fixed-amount Installments (e.g., $500 × 4 payments)

4. Configure the First Payment

Set when the first payment is due:

• Upon Estimate Acceptance, or

• On a Custom Date

5. Configure Subsequent Payments

Choose how to space out the remaining payments:

• Regular Intervals (e.g., monthly), or

• Specific Custom Dates

6. Attach the Schedule

Click Add Schedule to save your payment plan and link it to the Estimate.

7. Automate Invoicing

Under Additional Options, check:

• Send Invoice

• Toggle Enable Direct Payments

This ensures that once your customer accepts the Estimate, an invoice is triggered and they can pay online immediately.

8. Save and Send

Send the Estimate. Your customer will see a clear breakdown of each payment and can accept and pay through the automatically generated invoice.

The Benefit for Agencies

With this update, service-based businesses can:

• Offer flexible payment options (like 30% upfront, followed by monthly payments)

• Reduce friction in the sales process

• Improve cash flow by setting predictable collection points

• Deliver a better customer experience with transparent, easy-to-understand billing