Deposits and payment schedules are a Pro plan feature. If your business is on the free plan, you’ll be prompted to upgrade when you open the payment schedule, or to start a 14-day trial with no credit card required. Learn more about Probuild’s plans and pricing.

1. Open an existing estimate or invoice, or create a new one, and tap on EDIT to enter edit mode

2. Scroll to the Payment Schedule section

3. Tap on ADD PAYMENT SCHEDULE

4. At the top of the Payment Schedule screen, choose whether to enter each payment as a Percentage (%) of the document total or as a Fixed Amount. You can switch between the two at any time.

5. To ask for money up front, tap on ADD DEPOSIT under REQUEST DEPOSIT, then enter a Payment name and an Amount. A deposit is optional — you can build a schedule without one.

6. Under ADDITIONAL PAYMENTS, tap on ADD PAYMENT for each further payment you’d like to collect, giving each one a Payment name and an Amount. Tap on the delete icon beside a payment to remove it. You don’t have to schedule the entire document. Whatever is left over is shown automatically as a Remaining Payment at the bottom of the list, so the schedule always adds up to the document total.

7. Tap on DONE to return to the estimate or invoice.

8. The Payment Schedule section now lists each payment, and the button changes to CHANGE PAYMENT SCHEDULE so you can adjust it later. Tap on SAVE to save your changes.

8. When you send the document to your client, they’ll see a Payment Schedule section listing each payment in turn. Any payment you didn’t name is labelled automatically — Deposit, then 1st Payment, 2nd Payment and so on, followed by Remaining Payment.

A payment schedule tells your client what they’ll be asked to pay and when. To keep track of the payments you’ve actually received, see recording payments on an invoice. You can also enable online payments so your client can pay each one online.