Setting up a payment schedule in Handoff allows you to create invoices and manage payments for your projects. Follow these steps:
1. Open an estimate on your dashboard
2. Toggle to the proposal view
3. Scroll down to the footer and click "Create Invoice"
Creating Invoices
1. Connect your bank account (one-time setup)
- This process takes 3-5 minutes through Stripe
- Verify your business details
2. For each invoice:
- Enter a description (e.g., "Framing materials")
- Specify the percentage of the total (e.g., 25%)
- Set the tax rate
- Choose the due date
- Assign it to the client
3. Repeat to create multiple invoices for your payment schedule (e.g., 25%, 25%, 50%)
Tips
- You can set different due dates for each invoice
- Clients can pay online via ACH or credit card
- This feature is available for Business tier subscribers only
By setting up a payment schedule, you provide convenience to your clients and potentially improve your cash flow.