Payment schedule on the estimate

Set the deposit and draw percentages on the estimate, with the dollar amounts shown against the customer total and a hard requirement that they add to 100%.

What it is

A stage list — Down, Delivery, Final by default — where each stage has a name and a percentage, with the dollar figure computed live from the customer total. The schedule rides into the customer's document and is shared by both estimating engines.

Also called: deposit and draws · payment terms · 30/60/10 · draw schedule · payment plan · 30 percent up front · supplier instalments · what's due next · progress payments · deposit delivery final · payment stages · instalments

See it
Payment Schedule

Payment Schedule

Payments are tied to build milestones, so you only pay as work progresses.

1
Down (30%)$28,004.55
2
Delivery (60%)$56,009.10
3
Final (10%)$9,334.85
PaymentScheduleEditor with three stages, the green 'Totals 100%' marker, and the dollar figure beside each percentage. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
How it works
  1. 1Type a percentage on any stage; it pins, and the last unpinned stage absorbs the remainder so the list always sums to 100.
  2. 2A pinned stage never moves again, and the maximum you can type is bounded by the other pinned stages.
  3. 3The header shows 'Totals 100%' in green or the shortfall in red.
  4. 4Stages can be added and removed; the schedule saves with the estimate and ships in the snapshot.
Why we built it

Payment terms were part of the conversation and none of the document, so the deposit was agreed verbally and argued about later, usually once work had already started. The deposit and draw percentages now sit on the estimate with their dollar amounts shown against the customer total, and they have to add to 100% before it can go out. Typing the one number you care about — a third down — rebalances the rest, so nobody hand-balances a schedule and nobody sends one that doesn't add up.

The problem
  • Payment terms living outside the quote
  • Schedules that don't sum to the contract value
Sound familiar?
What you get
Terms are part of the document the customer approves
The percentages can't be wrong
Dollar amounts are shown, not calculated in someone's head
What's inside
Save your payment terms as presets
Save a schedule you use often, name it, and load it onto any estimate — with the percentages summarised right in the picker.
Ticking an instalment books the money — and un-ticking takes it back
Marking an instalment paid records a real payment and remembers which one, so un-ticking removes exactly that payment.
The schedule at a glance on the order card
Segments as wide as their share, green for paid, red for overdue, neutral for upcoming — so the card says four payments AND which one is the big one.
Reminders that make sense weeks later
One tap on an instalment raises a reminder already carrying which payment, how much, who to, which job and which PO.
Percentages that always total 100
Type one stage's percentage and the rest rebalance automatically; anything you typed stays pinned.
Saved payment terms
Save the schedules you actually use and apply one to a new job in a click.
Generate one invoice per payment stage
One button turns the approved payment schedule into a set of draft invoices, each pre-filled with its stage amount.
Never re-bill a draw that was already paid
Regenerating the schedule skips any stage that already has money against it, and tells you which ones it skipped.
Swipe between draws on one job
Inside an invoice from a payment schedule, swipe left or right to move through the job's other draws, each with its own accent colour.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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