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How Do I Create a Payment Schedule?

Set up a payment schedule for your proposal, so your clients know when each payment is due and how much is due.

Handoff Support avatar
Written by Handoff Support
Updated over 10 months ago

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.

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