Video Walkthrough of the payments section:
On the workroom view, click on the "Payments" tab at the top of the page to access and manage your payment schedule and transaction history.
Once there, you'll see the balance left of the proposal and the amount paid at the top right.
There's also an option to allow online payments at the top left, which you may enable if you've previously signed up for Curate Payments or Stripe on your Curate settings.
Below that, on the "Payment Schedule" section, you may add any payments you'd like by clicking on "+ Add scheduled payment". You may edit their due dates and descriptions simply by clicking on the field in question.
There are a few options to edit the amount due for each payment:It will be set at "divide" by default, which will divide the proposal total in equal amounts, depending on the number of payments.
You'll also find "custom", which will allow you to add the amount of choice, after which the last payment will automatically adjust to add up to the proposal total with the previous payments.
Lastly, "percentage" will allow you to set the payment to a specific percentage of the total of the proposal.
Keep in mind that whenever you edit a payment amount, the other payments will adjust their amounts accordingly so that they all add up to the proposal total.
The settings button at the very right of the payment, will allow you to delete the payment.
The "Transaction History" will allow you to add transaction records so that your payment history updates accordingly. Below, I've just added a $250 transaction, which then automatically has marked my first due payment of $250 as paid!
