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How to Configure Payment Terms Settings in One Click Contractor

Learn how to create, manage, and organize Payment Terms in One Click Contractor so they are available across all estimates and pricing scenarios.

Article introduction

Payment Terms control how pricing and payment breakdowns appear on estimates. These settings are configured in the Administration panel and apply globally across the organization.

Accessing Payment Terms:

  • Navigate to Payment Terms

    • Go to Administration Settings.

    • Click on Financing & Pricing.

    • Under Payment Terms, you can manage the list of terms that appear on all estimates.

  • Add a New Payment Term

    • Click Add to create a new payment term.





When creating a new payment term, the following fields are required:

1. Name Your Payment Term

  • Name – Enter a clear name for the term.

  • Kind – Select the type or category.

  • Description – Provide a brief explanation of the term.

2. Set the Amount and Type

  • Amount – Specify the value.

  • Type – Choose whether the amount is a fixed value or a percentage.

  • Description of Set Term – Add details about this payment setup.

  • Financing Toggle – Enable or disable financing if applicable.

3. Add More Breakdown Sets (Optional)

  • Click Add to include additional breakdowns within the payment term.

  • Once complete, click Save to store your new payment term.





Managing Existing Payment Terms


  • Reorder Payment Terms

    • Drag the reorder icon up or down to arrange your list as needed.

  • Edit or Delete Terms

    • Hover over a payment term to reveal the icons on the right-hand side.

    • Use these icons to update or delete the selected payment term.