Deposit only
Choose Hub deposit only. That amount is due when they accept in Client Hub.
If the estimate has more than one package, the preview uses the package selected for the deposit. Their real deposit follows the package they accept.
Until it is paid, the status can sit on Pending deposit. They have accepted, and the estimate is not approved until the deposit is in. Expired estimates block the deposit as well as accept and decline.
Payment schedule
Choose Installment plan. This replaces the simple deposit with the payments printed on the estimate and the PDF. The customer sees the order of payments in Client Hub. How amounts are entered is Percent or Fixed. Switching clears the rows. Enter the plan again.
Quick layouts are 100% upfront, 50 / 50, 30 / 70, and Split total equally. Add installment starts a new row at zero. Fill last row closes the remainder. Save schedule is refused until the plan is balanced.
Required deposit on approval on a row is the slice they pay in Client Hub when they approve. That row overrides the simple deposit on this estimate. If that slice is the whole total, use one installment only. Turn the checkbox off, or remove the plan, to set a deposit on the estimate instead.
Due date is when that payment is due. Auto-charge on due date charges a saved card on that date. It needs a card on file.
Remove payment schedule clears the plan.
Collecting the deposit
On the estimate, open Money and click Collect deposit. The summary link Open pay opens that same tab.
Remind to pay deposit emails the pay link. It does not reopen the estimate or change the status.
Money also shows Required, Received, and Outstanding, and the installment list once a schedule exists. A paid step is Paid. One still waiting is Awaiting payment.