Deposits and payment schedules

A payment schedule splits one price into smaller payments: a deposit before work starts, stage payments, or a balance due before an event. Your client sees each payment and its due date, pays them one at a time, and Agiled keeps track of what is left.

Add a deposit to an estimateCopy Anchor Link

1. Open Finance › Estimates and create or edit an estimate.
2. Add your line items so the estimate has a total.
3. Open Deposit and schedule and select Add a deposit. Agiled adds a Deposit of 30% due On acceptance and a Final payment for the Remaining balance.
4. Change the deposit amount, as % of total or a fixed amount.
5. Select Add payment for each payment in between.
6. Choose when each payment is due.
7. Save or send the estimate.

You're done when the estimate shows a Payment schedule block under the totals. The invoice created from it follows the same schedule.

Count payments from an event dateCopy Anchor Link

For weddings, launches or shoots, choose Before the event or After the event, enter how long, then set the Event date and a name in What's the event?, such as "Wedding". With an event on 15 January, "14 days before the event" is due on 1 January. If the date moves, change it once and every due date moves with it.

You can save the estimate before you know the date. Those payments get their dates once you add it. A Smart Flow can also ask your client for the date.

Add a schedule to an invoiceCopy Anchor Link

1. Open Finance › Invoices and create or edit an invoice.
2. Open Payment schedule and select Add a deposit.
3. Set the deposit amount and its due date.
4. Select Add payment for each extra payment.
5. Leave the last payment as the Remaining balance and pick its due date.
6. Save or send the invoice.

Invoice payments use fixed dates. The invoice is due on the date of its last payment. Your client sees the Next installment in the payment panel and pays it, then the panel moves to the next one. To take the schedule off, select Remove schedule.

Bill an accepted estimate one payment at a timeCopy Anchor Link

Instead of one invoice for the whole schedule, you can invoice each payment when it is due:

1. Open the accepted estimate from Finance › Estimates.
2. In the side panel under Payment schedule, find the payment marked Next to invoice.
3. Select its button, for example Invoice Deposit.
4. Review the draft invoice Agiled creates and send it.

Good to knowCopy Anchor Link

• The last payment is always the Remaining balance, so the schedule adds up to the total even if a price changes.
• Percentage payments must add up to 100%, or end with the remaining balance.
• Each payment invoice carries its share of the estimate's tax and stays in the estimate's currency.
• You can't lower an estimate below the amount you have already invoiced.

RelatedCopy Anchor Link

• Create and send an estimate
• When a client accepts an estimate
• Create an invoice