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How to Set a Default Payment Schedule on Proposals

Fred Pape avatar
Written by Fred Pape
Updated over 3 weeks ago

How to Set a Default Payment Schedule on Proposals


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1. Click "Proposal Settings"

2. Click the type of payment schedule you want to set up.

3. Choose the type of payment schedule you want each proposal to default to (progress based or interval based).

4. Edit the default settings for per visit pricing.


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