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How do I add a payment schedule to my estimate or invoice?
How do I add a payment schedule to my estimate or invoice?
Updated over a week ago

Including a payment schedule on your estimates and invoices is a great way to provide clarity to your client and keep your projects running on schedule. Joist makes it easy to add a payment schedule to your estimates and invoices.

Here's how:

iOS and Android

Scroll down to the Payment Option section and tap the Add button next to Payment Schedule.

The Payment Schedule editor will appear, with the first payment in your schedule now listed.

Tap under Payment Amount to enter the amount you desire for this payment. Tap the $ and % buttons above to switch between setting the amount as dollars or a percentage.

The payment will be named 1st Payment by default, but you can tap on the name to change it to anything you like.

Note that if you've already added a deposit it will be listed here, with a payment called 2nd Payment listed below it for you to edit.

You can add as many payments as you like using the Add Payment button at the bottom of the payment list, until 100% of the total for this estimate or invoice has been accounted for, which you can see listed at the top of the screen.

To remove a payment, tap the Trashcan icon next to it in the list.

When you are finished, tap Save (iOS) or the Checkmark (Android) in the top right corner of the screen.

To make changes to the payment schedule, tap Edit next to Payment Schedule in the Payment Option section.

To see your payment schedule as your client will see it, save your estimate or invoice. The schedule will appear below the subtotal area in its own section labeled Payment Schedule.

Web

Scroll down to the subtotal area and click the Add button next to Payment Schedule.

The Payment Schedule editor will appear, with the first payment in your schedule now listed.

Click under Payment Amount to enter the amount you desire for this payment. Click the $ and % buttons above to switch between setting the amount as dollars or a percentage.

The payment will be named 1st Payment by default, but you can click on the name to change it to anything you like.

Note that if you've already added a deposit it will be listed here, with a payment called 2nd Payment listed below it for you to edit.

You can add as many payments as you like using the Add Payment button at the bottom of the payment list, until 100% of the total for this estimate or invoice has been accounted for, which you can see listed at the top of the screen.

To remove a payment, click the Trashcan icon next to it in the list.

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