Documentation
Guides
Payment schedules
Turn on Collect payment under When accepted on an estimate, and your client pays straight after accepting. Thriveific makes one invoice with the schedule you set; each payment falls due in turn.
Presets
| Preset | What it does |
|---|---|
| 100% upfront | One payment when your client accepts. |
| 50% now, 50% on completion | A deposit on accepting, the balance when you finish. |
| Fixed deposit + balance | A set amount (starts at $500) now, the rest on completion. |
| 3 payments | Three installments. |
Pick one, then change any row. Choose Add payment for more, up to six.
Each payment
| Field | What it does |
|---|---|
| Payment | Its name, like "Deposit". |
| Amount | Percent of the total, a Fixed $ amount, or Remaining (whatever is left). |
| Due | When signed / accepted, On completion, or On a date. + days pushes it later. |
Signature first
With an agreement attached, turn on Require signature before payment and your client can only pay once everyone has signed, including your countersignature if the template has one.
Bill the balance
Payments set to On completion wait for you. When the work is done, open the estimate or invoice and choose Bill the balance. Your client is emailed that their final payment is ready.
Reminders
Under Payment reminders, choose when your client is emailed: 3 days before, On the due date and 3 days after. Each email has a View and pay button.
Paid another way
If your client pays by check, cash or transfer, record the payment on the invoice and the schedule moves on.