Invoicing
Under Account & settings in the menu. Open the page
The default payment terms new contractor invoices are due under, and the size below which a quote is paid in full rather than staged.
Methodology: Details entered once here are applied wherever the app records billing paperwork, so nothing is retyped per invoice. The pay-in-full threshold decides the default when you accept a quote: small jobs get one payment, larger ones a staged plan.
Steps:
- Under Default payment terms set the days from the invoice date — 7 days, 14 days or 30 days.
- Under Pay-in-full threshold pick the size below which an accepted quote is paid in one go — £1,000, £2,500 or £5,000.
- Press Save changes; How this is applied shows where each setting is used.
In the recommended process