How to set up fees, payment schedule, and terms on an estimate

How to set up fees, payment schedule, and terms on an estimate

Estimates support per-item fees, bulk fees, payment schedules, file attachments, internal memos, and terms and conditions -- all configurable from the estimate edit view.

Per-item fees

You can apply fees to individual line items directly on the item row:

• Tax per item

• Discount per item

• Markup per item

• Freight per item

• Deposit per item

Bulk fees

Apply fees to the entire estimate at the bottom of the page:

• Tax -- applied to the total

• Discount -- applied to the total

• Processing fee

• Deposit -- a deposit on the full estimate amount

• Freight -- enter as a dollar amount or percentage

Payment schedule

Add a payment schedule at the bottom of the estimate. Each payment can be set as a percentage or a fixed dollar amount. Add as many payment milestones as needed -- for example, a deposit, a mid-project payment, and a final balance.

Internal memo

The internal memo field is for your team's reference only. It will not be shown to the client unless you explicitly toggle it on in the PDF export settings.

File attachments

Upload any supporting files to the estimate -- mood boards, floor plans, contracts, or reference documents. Attached files appear in the Documents section of the estimate quick view panel.

Terms and conditions

Add terms and conditions at the bottom of the estimate. Each term is a single line. Add as many lines as needed. These will be visible to the client and appear on the PDF export.

Summary bar

At the very bottom of the screen, the summary bar shows a full financial breakdown. Click Show Details to expand it and see time and services total, product total, other costs, freight, discount, taxable subtotal, tax, markup, margin, and total company costs.

The summary bar is for your internal reference. Control what the client sees in the client view settings separately.