Add a payment schedule, warranty, and terms

Set the payment schedule and the fine print that appears on the quote and signed PDF.

The Terms & details section of a quote holds the Payment schedule, Warranty, and Terms & conditions — all of which appear on the quote and the PDF.

1. 1Open the quote and scroll to Terms & details.
2. 2Type a Payment schedule — for example, a deposit on signing, a payment at the start of work, and the balance on completion.
3. 3Add your Warranty and Terms & conditions, and any Notes.