We’re excited to introduce Payment Plans for Estimates . You can now offer customers more flexibility by splitting estimate payments into scheduled installments, making it easier to close larger deals and give customers clearer payment expectations from the start.

What’s new

• Add payment schedules to estimates: Break the total estimate amount into multiple payments instead of requiring the full amount upfront.

• Deposit-based estimates: Configure the first payment as a deposit that is collected when the estimate is accepted.

• Flexible scheduling options: Set subsequent payments using custom due dates or regular intervals (for example weekly).

• Percentage-based plans: Use the percentage toggle to easily split payments as portions of the total estimate.

How to use this feature

Create a payment schedule for an estimate

1. Navigate to the Estimates section and create a New Estimate.

2. Add products or services to the estimate.

3. Navigate to the review section.

4. Select the option to configure a Payment Plan.

Configure the first payment

1. Choose when the first payment should occur:

• Upon Estimate Acceptance (used as the deposit), or

• Custom Date

1. Enter the payment amount or percentage for the first payment.

Set up the remaining payments

1. Choose how subsequent payments should be scheduled:

• Custom Date for manual due dates, or

• Regular interval (e.g., weekly).

1. Add additional payments using Add Payment and define the amount and schedule.

Review and save

1. Check the Total and Remaining percentages to ensure the full estimate amount is covered.

2. Tap Save to add the schedule to the estimate.

How this helps your business

• Increase estimate approvals: Flexible payment options make it easier for customers to commit.

• Support larger deals: Break bigger purchases into manageable instalments.

• Improve transparency: Customers see exactly how and when payments will occur.

• Reduce negotiation friction: Offer built-in payment flexibility directly in the estimate.