Estimates: Now support Payment Schedules/Deposits/Installments

• Create installment plans on your Estimates, allowing the total to be split into multiple payments, which helps in collecting deposits directly on the invoice generated after acceptance. 
• Choose between percentage-based or fixed-amount schedules. 
• Configure the first payment to be made upon acceptance or on a custom date. 
• Set up subsequent payments to occur at regular intervals or on specified dates. 
• Preview how each installment will appear on the Estimate PDF.
• Automatically send an invoice after the estimate is accepted, with direct payment enabled. 

1. Open or create an Estimate as usual. 

2. Under Amount Due, click Add Payment Schedule.

3. Select your schedule type:

   a.) Percentage (e.g., 33% × 3 installments)
   b.) Fixed Amount (e.g., ₹500 × 4 installments)

4. Configure your first payment:

a.) Upon Estimate Acceptance or 
b.) On a Custom Date

5. Configure subsequent payments:

a.) At regular intervals (e.g., monthly) or 
b.) On specific dates of your choosing

6. Click Add Schedule to attach the plan to your Estimate. 

7. Under Additional Options, check Send Invoice and toggle Enable Direct Payments to trigger an invoice automatically once the customer accepts.

8. Save and send your Estimate. The customer will see a breakdown of each installment and can accept and pay online directly on the invoice they are redirected to right after.

• If you want to offer your customers flexible payment plans—like a 30% deposit and two equal monthly installments once the estimate is accepted—you can now do that. If you wanted to offer your customers flexible payment plans—like a 30% deposit and two equal monthly installments once 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 installment invoicing. Improve cash flow by automating installment invoicing