Once you have your payment schedule applied to the primary invoice, it will auto populate in your contract if you put that auto-fill field in. Here's how:
- In the contract, click on the text box where you wish to add that breakdown and click Smart Field>>Invoice
- Then click Payment Schedule.
- This allows it to auto generate for whatever job you apply it to!
Is there a way to change the formatting of the payment schedule autofill field?
No, not at this time. However, it is laid out nicely and easy for your client to see a breakdown of when and how much they need to pay.