We regularly have preset stage payments in our quotes but they're only in the Ts&Cs part of the print template. We really want to allow the sales team to set payment terms in the quote that pull through to the job and to invoicing (eg 40% with order, 50% on project completion, 10% customer retention)
We regularly have preset stage payments in our quotes but they're only in the Ts&Cs part of the print template. We really want to allow the sales team to set payment terms in the quote that pull through to the job and to invoicing (eg 40% with order, 50% on project completion, 10% customer retention)