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 (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.

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. Thus, helping you increase customer satisfaction, create clear expectations, and make payment management easier upon acceptance.