Setting up a payment schedule in Handoff allows you to create invoices and manage payments for your projects.
Setup Payment Schedule on a Proposal
Go to any estimate and convert it to a proposal.
Scroll to the Payment Schedule section.
Click Set Up Payments.
Add milestones like “Framing Complete” or “Tile Delivered”.
Set due dates by milestone (e.g. "on approval") instead of fixed dates — we know construction shifts.
This shows clients their payment plan before they sign.
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. After the proposal is approved, you can convert the payment scheduler into invoices.