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Creating Payment Schedules for Proposals
Creating Payment Schedules for Proposals

This article will show you how to showcase payment schedules on proposals.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a week ago


1. Choose the proposal to open the Proposal Builder.

Choose the proposal to open the Proposal Builder.

2. Click on the Payments tab.

Click on the Payments tab.

3. The Payment Schedule will be displayed

The Payment Schedule will be displayed

4. Click Add to add a payment.

Click Add to add a payment.

5. Click Add Payment

Click Add Payment

6. Enter the Payment Name

Note: This would be a great place to indicate when the payment would be due (i.e. Progress Payment #1 After 4 Days of Work).

Enter the Payment Name

7. Enter the Payment Amount

Enter the Payment Amount

8. Click Save to register the changes

Click Save to register the changes

9. Toggle the Show On Proposal button

Toggle the Show On Proposal button

10. The Payment Schedule will now be shown on the proposal

The Payment Schedule will now be shown on the proposal
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