Estimates give your customers a clear picture of what they'll pay for your products or services. If you want to offer payment flexibility, it's worth including a payment schedule in the estimate from the start. Here's how to do it.
Start by navigating to the Estimates tab inside the payments section and creating a new estimate.
Create your estimate as normal, making sure to add a Customer and Product.
Under Amount Due, click Add Payment Schedule.
Select between Percentage or Fixed Amount.
Add the number of payments.
Select when you want the first payment to happen (1) and how the schedule will work for subsequent payments (2).
Enter how the payment amount will be divided and the dates you want it to be paid on.
Click Add Schedule to save your set up.
To automatically send an invoice once the customer accepts your estimate, navigate to the Additional Options section. In there, check the box next to "Send Invoice" and toggle "Enable Direct Payments," which will redirect the customer to the payment collection.
Once satisfied with your estimate, click "Send."
Select how you want the estimate to be sent out and click Send.
Your customer will receive a clear breakdown of each instalment and can accept and pay directly from the invoice. This helps improve customer satisfaction, sets clear expectations, and makes payment management straightforward once the estimate is accepted.