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Want to collect a deposit before you start, or bill a large project in stages instead of one lump sum? Set up a payment schedule on the quote, and Clarely handles the rest.

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How payment schedules work

Every quote has a payment schedule — even a simple one-invoice quote is a schedule with a single payment on it. When you build a quote, choose one of three setups:
  • Single invoice — the whole amount, billed once.
  • Deposit + balance — a percentage or fixed amount due when the client signs, the rest due later.
  • Custom — any number of payments, each with its own amount and its own timing.

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Setting up a payment schedule

1

Open the payment schedule section

While building a quote, open Payment schedule.
2

Choose a setup

Pick Single invoice, Deposit + balance, or Custom.
3

Set each payment

For each payment, set the amount — a percentage of the total or a fixed dollar amount — and choose when it’s due:
  • When the client signs — Clarely creates and sends this invoice automatically the moment your client accepts the quote.
  • When you’re ready — you generate and send this invoice yourself, whenever the work reaches that point.
4

Save and send

Save the quote and send it. Your client sees the full payment schedule before they sign, so there are no surprises about when money is due.

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What happens when the client signs

The moment your client signs, Clarely locks in the exact dollar amount for every payment on the schedule — even the ones set as a percentage. Those amounts never change afterward, no matter what happens to the quote later. Any payment set to when the client signs is invoiced and sent right away. Anything set to when you’re ready waits for you.

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Generating the rest of the payments

When you’re ready to bill the next payment — after a deposit is paid, or when a project phase wraps up — open the quote and tap Generate invoice next to that payment. Clarely creates the invoice with the right amount already filled in. Review it and send it like any other invoice.

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A simple example

Say you quote a $2,000 project with a 30% deposit and the rest due on completion:
  • Deposit — 30% ($600), due when the client signs. Sent automatically the moment they sign.
  • Balance — 70% ($1,400), due when you’re ready. You generate and send this once the work is done.
For a bigger project, break it into three or four payments tied to project phases instead of a deposit and a balance — the setup works the same way, just with more rows.

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What to do next

Head to Create a quote to build your first quote with a payment schedule, or read Generate an invoice to see what happens once a payment is ready to bill.