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:

  1. In the contract, click on the text box where you wish to add that breakdown and click Smart Field>>Invoice
  2. Then click Payment Schedule.
  3. This allows it to auto generate for whatever job you apply it to!


 
 FAQ
 
 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.

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