Estimates: Now support Payment Schedules/Deposits/Installments

• Create instalment plans on your estimates, splitting the total into multiple payments, which helps you to collect deposits directly on the invoice issued after acceptance.
• Choose between percentage-based or fixed-amount schedules.
• Configure the first payment (upon acceptance or on a custom date).
• Set subsequent payments to occur at regular intervals or on custom dates.
• Preview how each instalment appears on the Estimate PDF.
• Automatically send an invoice after estimate acceptance, with direct-pay enabled.

• Open or create an estimate as usual.

• Under Amount Due, click Add Payment Schedule.

• Select your schedule type:

a.) Percentage (e.g. 33% × 3 instalments)

b.) Fixed Amount (e.g. ₹500 × 4 instalments)

• 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 will see a breakdown of each instalment and can accept and pay online directly via the invoice they are redirected to right after.

• If you want to offer your customers flexible payment plans—such as a 30% deposit followed by two equal monthly instalments after the 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 instalment invoicing.