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How to set payment schedule for pricing quotation in Admin Portal?
How to set payment schedule for pricing quotation in Admin Portal?
Updated over a week ago

To set payment schedule to your pricing quotation in admin,

  1. Go to Admin portal, and navigate to the lefthand panel.

  2. Therein, select Preferences and Settings dropdown menu, and then click on Settings.

  3. Select the Payment Schedule tab.

  4. Specify the name and percentage of the installment in the corresponding fields that open up.

  5. To edit the details of the installment, select the edit icon under the Action header, and select either the check mark to apply the change, or the cross mark to cancel.

  6. To delete the installment, select the bin icon under Action header.

  7. Select the +Add Row again to add another payment schedule.

  8. Go back to design portal, create a new design or copy of existing design, add your cabinets and generate your pricing. The service charge would be added.

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