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How can I create a Net Payment Policy in a project?
How can I create a Net Payment Policy in a project?

Here is how you can create a Net Payment Policy in a project.

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

Account Owners and Admins (Full Users) can create a Net Payment Policy from within a project.

Follow the steps below to get started:

  1. Navigate to the project

  2. Scroll down to the 'Payment Policy' section, click 'Change', and then click 'Create'

  3. Name the payment policy. You can use the 'Auto-Generate Label' feature or use a custom name.

  4. Select 'After Event (Net)' from the 'Final Payment' section

  5. Change the 'Full Payment Due' section to the desired number of days after the event

  6. Check the box for 'Credit Card' and/or 'ACH' if you want to pass the processing fees on to your client

  7. Click 'Create Payment Policy'

You can now add this payment policy to other projects.

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