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Pay in Full

Pay in Full is a setting that gives your Customers the option to pay the entire job amount upfront when they accept an Estimate.

Updated over a week ago

Pay in Full means faster payments and less administrative overhead for you — without sacrificing flexibility for your Customers.

Why Use It?

✅ Faster Payments
Start jobs with more cash on hand. Customers can pay the full Estimate amount as soon as they accept.

✅ Customizable Controls
You can turn Pay in Full on per estimate

✅ Does Not Override Deposit Settings
Don’t worry — your existing deposit settings still apply. Customers can choose to pay in full, but it’s totally optional.

💡 Use Pay in Full to encourage quicker commitment while still giving your customers the flexibility they expect.

Who Can Use Pay in Full?

Pay in Full is available exclusively for members on the Enterprise plan.

How to Enable Pay in Full

Pay in Full is enabled for new accounts by default. For existing Copilot members, this setting is disabled by default and can be enabled by following the steps below.

1. Enable Globally

  1. Go to Settings > Invoices, Estimates & Receipts

  2. Check “Enable Pay in Full Option” box.

  3. That’s it — Customers will see the option on all new Estimates.

2. Enable Per Estimate

  1. Open an Estimate

  2. Click the Edit button.

  3. Check the Enable Pay in Full box.

Related Articles
How to create an estimate
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