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Payment Section

Learn how to insert the payment section within your proposal template so your customer can quickly understand the amount owed.

Updated over a week ago


The Payment section allows you to display the payment terms that you wish to establish with your customer.

Here you can display the following options:

  • A deposit amount

  • Balance due

  • Payment terms

  • Payment method


Editing & Formatting:

This section will allow you the option of hiding a deposit if it is not required, hiding payment terms if they do not need to be established, as well as set the default payment terms (e.g “Payment Due Upon Completion”).


All options available will be found by selecting “Formatting Options”.

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