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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.

Summary:

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

Payment_Info.png

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 ā€œPayment Due Upon Completionā€).

Payment_Hide.png

All options available will be found by selecting ā€œFormatting Optionsā€.

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