How To Offer Flexible Payment Plans with Tekmatix Estimates

Make getting paid easier for you—and your clients. With Tekmatix’s new payment schedule feature on Estimates, you can now collect deposits, set installment plans, and automate invoices to get paid in stages instead of waiting for full payments upfront.

Whether you're a service provider, agency, or freelancer, this upgrade allows you to offer professional estimates that split total costs into manageable parts—making it easier for clients to say "yes" and for you to improve your cash flow.

Why This Matters

✅ Increase Conversions: Clients are more likely to accept estimates when flexible payment options are available.

✅ Automate Your Workflow: Invoices are triggered and sent automatically upon estimate acceptance.

✅ Stay Organized: Preview each installment and schedule everything in advance.

✅ Improve Cash Flow: Collect deposits and recurring payments without chasing clients.

What You Can Do With This Feature

• Split payment into fixed amounts or percentages (e.g., ₹500 x 4 OR 33% x 3)
  

• Set the first payment on estimate acceptance or a custom date
  

• Choose payment frequency: monthly, custom intervals, or specific dates
  

• Automatically send invoices with direct payment links

Step-by-Step: How to Add a Payment Schedule to an Estimate

1. Create or Open an Estimate

• Navigate to Payments > Estimates
  

• Open an existing Estimate or click New Estimate
  

2. Add a Payment Schedule

• Scroll to Amount Due
  

• Click "Add Payment Schedule"
  

3. Choose Payment Schedule Type

• Select one:

  • Percentage-based (e.g. 33% x 3)
    

  • Fixed amount (e.g. ₹500 x 4)
    

4. Configure First Payment

• Choose:

  • On Estimate Acceptance
    

  • On a Custom Date
    

5. Set Up Remaining Payments

• Choose:

  • Recurring interval (e.g. every 30 days)
    

  • Specific custom dates

6. Enable Invoice Automation

• Check the box: Send Invoice
  

• Toggle ON: Enable Direct Payments
  (This triggers the invoice automatically once the client accepts the Estimate.)
  

7. Save & Send

• Click Save
  

• Send the Estimate to your client.
  They'll see the full installment breakdown and can accept & pay online instantly.
  
  

Sample Scenario: Service Business Use Case

Scenario:
You’re a landscaping business offering a seasonal yard revamp project worth ₹30,000.

You want to:

• Collect 30% upfront as a deposit
  

• Follow up with two monthly payments of the remaining balance
  

Here’s how to set that up in Tekmatix:

1. Open your Estimate and click Add Payment Schedule
   

2. Choose Percentage-based: 30% (₹9,000), then 35% (₹10,500) x 2
   

3. Set First Payment as Upon Estimate Acceptance
   

4. Set the next two payments on 30-day intervals
   

5. Toggle on Send Invoice and Direct Payments
   

6. Click Save & Send

Now your client receives a professional estimate with a clear breakdown, can accept it online, and gets automatic invoices each month—without you having to follow up manually.

Quick Tips & Notes

• Invoices only send after the client accepts the estimate
  

• The client will be redirected to the first invoice upon acceptance
  

• Payment schedules are visible on the Estimate PDF for transparency
  

• If you delete an estimate with a schedule, invoices will stop being sent
  

Final Thoughts

Offering flexible payment schedules through Tekmatix Estimates is a game-changer for client satisfaction and business operations. Whether you're managing large contracts or recurring services, you can now simplify your billing process and get paid more reliably.