When to update quote defaults

Review this area during onboarding, before a new quoting period, or whenever your standard payment structure changes. These values become your account baseline for new work, so the same commercial setup is carried into client documents without retyping each field.

It is also useful to review after you change business policy on deposits, staged billing, or quote expiry windows, so staff preparing quotes are working from the current settings.

Details to check first

• Default deposit percentage used when a quote is prepared.
• Progress claim percentage and final payment percentage for staged collections.
• GST preference for quote and invoice totals.
• Quote validity days and invoice due days.
• Client facing invoice notes used with payment instructions.

Setting payment structure defaults

1. Open Configuration and go to the quote and invoice defaults step.
2. Enter the default deposit, progress claim, and final payment percentages.
3. Use Remove progress claim when you want a two stage structure. Final payment will balance from the remaining percentage after deposit.
4. Confirm the payment structure total is balanced at 100%.
5. Set GST to match how your business issues pricing in client documents.

The live document preview updates as you edit, so you can confirm deposit, staged amounts, GST amount, and total before saving.

Setting validity, terms, and invoice notes

Set quote validity days to control how long new offers remain active. Set invoice terms as the number of days from invoice date to due date. Then add invoice notes for payment instructions your clients should see, such as reference details for transfers.

These fields flow into quote and proposal wording, invoice due messaging, and payment terms text shown in document previews.

After saving your defaults

New quotes and proposals will start from these saved commercial defaults. Team members can still refine values on a specific job when needed, while your account keeps a consistent default baseline for everyday quoting.

• Recheck defaults after major price policy changes.
• Keep invoice notes short and practical so clients can follow payment instructions easily.
• Review quote validity settings before busy seasonal campaigns.