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Stage payments

A payment schedule on a big job's quote: a deposit invoiced when the customer accepts, stages invoiced on a date or when you mark them done, and a retention held until a set date.

What it does for you

  • The customer sees the schedule before accepting
  • The parts always add up to the quote's total
  • Each part invoiced from the accepted quote
  • An agreed schedule is locked, and changes come in as variations

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