Payment Setting

This section of Settings is where you manage your accepted Payment Methods, Payment Terms and most used Progress Payment Notes so you do not have to type them out every time.

Payment Method

You can add, update and delete any of these Payment Methods in Settings. You can also specify a default Payment Method that will be selected automatically for each Quote. You can override the default for any Quote if needed. Check the Default box next to one of the Payment Methods. To add a new Payment Method select the Payment Method button and then the + icon.
 

Payment Terms

You can add, update and delete any of these Payment Terms in Settings. You can also specify a default Payment Term that will be selected automatically for each Quote. You can override the default for any Quote if needed. Check the Default box next to one of the Payment Terms. To add a new Payment Term select the Payment Terms button and then the + icon.

Progress Payment Notes

These Notes will appear under NOTES on your Payment Schedule PDF. You can save your most used Progress Payment Notes to select from the drop down on the Quote Summary – Details screen. To add a new Progress Payment Note select the Progress Payment Notes button and then the + icon.

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