Each estimate can have a custom Payment Schedule for the customer. You can split the payments for the customer, and include due dates so that the invoices for the payments can be automatically created in the system once the estimate is signed by both parties.
Log into your account
Create or open your Estimate you want to add a Payment Schedule to
You must have added the Scope of Work to create the Payment Schedule
Click Payment Schedule
A side panel will show
In Number of Payments to split total by enter in the #
Toggle on (green) or off the Due Dates option
Click the Click to Update button for the system to calculate
Below you will see the payments split into your desired amount
To make edits to a particular payment, click the edit icon for the payment you would like to edit
You can then edit the due date or amount
Click Save Changes
Add any additional payment notes or Terms and Conditions, and complete creating your estimate in order to send to the customer