Skip to main content

Payment terms

Define how deposits and milestones are invoiced when quotes are approved.

Milestone triggers​

  • Quote accepted
  • Fit complete
  • Days after fit
  • Manual

Assign templates by customer type (homeowner, showroom, trade, etc.).

Payment terms editor
Screenshot: Payment terms settings showing milestone rows with percentages and triggers. (App route: /dashboard/settings/payment-terms)