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How Do I Create a Payment Schedule?
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 3 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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