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Adding Payment Schedule

Setting up default payment schedules and editing them within projects.

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Each project has a Payment Schedule field that will populate on the Acceptance page of your proposals. There are a few ways to customize your payment schedules.

You can set up a default payment schedule for your company that will automatically populate on each project. You can also set a default payment schedule for each Client, in case you have a separate payment agreement with them.

Each project's payment schedule can be edited individually as well. This article will walk you through each of the areas where you can create/edit payment schedules.

To Set Up your Company's Default Payment Schedule:

  1. Go to Settings > Company > Defaults

  2. Scroll down to the Payment Schedule section

  3. Enter a payment schedule that you would like to use on the majority of your projects:

To Set Up a Default Payment Schedule for a Client:

  1. Go to Clients and search for the client you'd like to edit.

  2. Select the client to open their client page, then hover your cursor over the client name and click the pencil icon that pops up:

3. Fill in the Payment Schedule on the Edit Client form.

This payment schedule will automatically populate whenever you create a new project for this client.

To Edit a Payment Schedule within a Project:

  1. Open the project and click Project Details

  2. Scroll down to the Payment Schedule - you will see the default payment schedule text here. You can edit this field to reflect your payment agreement for this specific project without it affecting any of your other defaults:

Your payment schedule will display on the Acceptance Page in your proposal.

We hope this helps! Please reach out to us in support chat if you have any questions 🙂

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