Payment Schedules for Estimates in SMBcrm Mobile

You can now split estimate payments into scheduled installments in SMBcrm Mobile. This helps you collect deposits, define follow-up payments, and set clearer payment expectations before work begins.

For more on SMBcrm payments tools, see Payments & Commerce.

What changed

You can now add a payment schedule to an estimate instead of requiring the full amount upfront.

This update supports:

• A first payment collected upon estimate acceptance or on a custom date
• Deposit-based estimates
• Remaining payments scheduled by custom date or recurring intervals such as weekly
• Amounts set as fixed values or percentages of the total estimate

How to use it

Create a payment schedule

1. Open the Estimates section and create a new estimate.
2. Add your products or services.
3. Go to the review section.
4. Choose the option to configure a payment schedule.

Set the first payment

1. Choose when the first payment should happen:
   • Upon estimate acceptance
   • Custom date
2. Enter the first payment as an amount or percentage.

Add the remaining payments

1. Choose how later payments should be scheduled:
   • Custom dates
   • Regular intervals such as weekly
2. Add each payment and define the amount and timing.

Review and save

1. Confirm the total and remaining percentages cover the full estimate amount.
2. Save the schedule to the estimate.

Why it matters

This update can help you:

• Offer more flexible payment options during the estimate process
• Make larger purchases easier for customers to approve
• Show customers exactly how and when payments will be collected
• Reduce back-and-forth around payment terms

In Case You Missed It

You can also read about Set a Default Path for Workflow Branches.

Need Help Applying This Update?

If you’d like help rolling this out in SMBcrm, visit Support or request a demo.