How do I apply milestone payment terms to a job?

Payment terms templates are set up on the back end for your organization.

Step 1: Apply a payment terms template

1. Open the Payment Terms section in the estimate.
2. Select the template you want.
3. Click the + button. All the template's payment steps fill in automatically.

Step 2: Switch to a different template (optional)

1. Select a different template in the Payment Terms section.
2. Click + to replace the current terms.

Step 3: Add a custom payment term (optional)

1. Click + Add at the bottom of the Payment Terms section.
2. Enter a description and the amount.
3. Choose a flat amount or a percentage.
4. Turn on the financing toggle if this term will be financed.
5. Save the payment term.

For the full guide, see How to Apply Payment Terms to an Estimate.