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Where can I view payment timelines for my client after selecting a payment policy?
Where can I view payment timelines for my client after selecting a payment policy?

Here is more information on using the "Client View" and Payment Policy within a project to view a client's payment timelines.

Sierra Burton avatar
Written by Sierra Burton
Updated over 2 weeks ago

How can I view payment terms using the Payment Policy on a project?

Navigate to the "Payment Policy" section at the bottom left of the project. The general payment terms are listed there.

You can also view specific timelines with exact dates under the "Totals" section on the project.

How can I view specific payment terms and deadlines using the "Client View" on a project?

To view specific timelines with exact payment dates, toggle to the "Client View" and scroll down to the "Totals" section.

You can also preview the Payment Terms language from the "Sign Contract" tab in the Client View.

Note that the language used in the "Payment Policy" section cannot be changed.

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