How To add Payment Stages

Payment stages break down a client’s payment into parts based on phases or time frames. You can customise these stages and set your own payment formula in the configuration settings.

Configure Payment Formulas #

1. Go to Configure.
2. Navigate to Payment Formulas.
3. Select Add New Formula.
4. Fill out the details of your payment stages.
5. For examples, click the question mark icon on the formula line.
6. Select Save.

Edit Proposal and Add Payment Stages #

1. Go to the Proposal Editor.
2. Select Edit.
3. On the left-hand corner, select Add Section.
4. From the list, select Payment Stages.
   • This new section will automatically appear at the bottom of your proposal.
5. Click on the section to highlight it, then hold and drag the section up or down to place it in your preferred location.
6. Select Add Payment Stages.
7. Choose your pre-built payment formulas.
8. Select Finish Editing.

Once you’re satisfied, save your changes to overwrite the template. These updates will automatically apply every time you use the template for future quotes.