Set payment structure defaults
Choose default deposit, progress claim, and final payment percentages used across new quotes, proposals, and staged payment records.
Onboarding and Configuration
Set payment structure defaults
Use this step to define how each new job is split into deposit, progress claim, and final payment amounts before your team sends quotes or invoices.
When to update your payment structure
Review these defaults during onboarding, before a new trading period, or when you change how your business stages customer payments. The saved values become the standard structure for new quote and proposal work.
It is also a useful checkpoint when project cash flow targets change, because the default split influences how staged amounts appear in client-facing documents.
Set percentages that match your commercial plan
In Step 2 of Configuration, open the Commercial defaults card and enter the percentages for each stage:
- Default deposit for the upfront amount on new quotes and proposals.
- Progress claim for the mid-project stage between deposit and completion.
- Final payment for the completion stage.
Keep the total at 100%. If you enable the remove progress claim option, the progress stage is removed and the final payment becomes the remaining balance after deposit.
Check the live payment preview before saving
The quote preview card updates immediately with the staged split, including deposit, progress, and final amounts based on the sample total shown on screen.
- Confirm each stage percentage appears as expected.
- Check the amount values for each stage in the payment structure panel.
- Review the terms text and GST display so client-facing wording remains consistent.
- If progress is removed, confirm the final stage updates to the full remaining amount.
What updates after you save
After saving, your account keeps this payment structure as the default for new quote and proposal records. As work moves into project and invoicing stages, the same staged intent can be carried into schedule and claim workflows.
If a specific job needs a different split, adjust that job record while keeping your saved defaults as the baseline for day-to-day quoting.
Useful operating checks
- Recheck percentages after updating your contract terms or deposit policy.
- Confirm your team knows when to remove the progress claim option for simpler two-stage jobs.
- Review staged totals on a new quote before sending to ensure the structure still suits current pricing.