Estimates help you create a clear picture of the cost of acquiring your products or services, and if you’re planning to give your customers payment flexibility, it is important to include this information in your estimates. Follow these steps to do so.

• 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 and how the schedule will work for subsequent payments.
• 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. 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.

Sending the estimate to your customer will give them a clear breakdown of each installment they can accept and pay directly on the invoice they receive. This helps you increase customer satisfaction, create clear expectations, and make payment management easier upon acceptance.

Frequently Asked Questions #

How do I add a payment plan to an estimate? #

Create a new estimate in the Estimates tab, add a customer and product, then under Amount Due click Add Payment Schedule and configure the number of payments and dates.

Can I choose between percentage-based and fixed payment installments? #

Yes. When setting up the payment schedule you can select either a Percentage split or a Fixed Amount for each installment.

Can an invoice be sent automatically when the estimate is accepted? #

Yes. In the Additional Options section, check “Send Invoice” and toggle “Enable Direct Payments” so the customer is redirected to payment collection once they accept.

How does the customer see the payment plan? #

The estimate gives the customer a clear breakdown of each installment, which they can accept and pay directly on the invoice they receive.

Why should I include a payment plan in an estimate? #

Payment plans give customers flexibility, set clear expectations up front, and make payment management easier once the estimate is accepted.

Where do I create estimates with payment plans? #

Estimates are created in the Estimates tab within the Payments section of your CRM, where the Add Payment Schedule option is available.