A step by step guide to adding payment formulas
- Go to configure
- Go to payment formulas
- Select ‘add new formula’
- Fill out the details of your payment stages
- For examples, click on the question mark icon on the formula line
- Select Save
- Go to the proposal editor
- Select edit
- On the left hand corner,
- Select add section
- From the list, select payment stages.
- This new section will automatically be at the bottom of your proposal.
- Click on this section to highlight it, hold and drag the section up or down to place it in your preferred location
- Select add payment stages
- Select your pre built payment formulas
- Select Finish editing
Adding payment stages to your proposal standardise payment terms across all proposals, which reduces the chances of errors and misunderstandings.
