Overview
Payment Terms templates are quick picks when finalizing quotes — standard deposit percentages, milestone schedules, and balance terms.
Where in the app: Business Settings → Default Values → Payment Terms
Open: Payment terms
Template types
Deposit template
| Field | Purpose |
|---|---|
| Name | Template label |
| Deposit % | Percent of total due upfront |
| Fixed deposit amount | Optional flat deposit override |
| Balance terms | When remainder is due |
| Custom terms | Free-text payment language |
Milestone template
Ordered milestones with description and percentage. Milestones must sum to 100%.
Actions
| Action | Purpose |
|---|---|
| Add New Template | Create deposit or milestone template |
| Edit | Change fields |
| Delete | Remove unused template |
| Default badge | Mark one template as default for new quotes |
Click Save Changes to persist all templates.
Selected terms flow to the proposal Totals step and drive deposit invoice prompts on jobs.