A proposal's payments decide when your client pays: a deposit when they say yes, milestones along the way, or a monthly retainer.
On the proposal, find Payments above it, and click Edit payments. Then choose One time or Monthly.
One time: a deposit or milestones
Each payment is due When they say yes, On a date or At a milestone. Add a payment adds another.
A payment On a date sends its invoice by itself: on the day, or 3, 7, 14, 30 or 60 days before.
Monthly: a retainer
Type what they pay each month. It starts when they say yes, with 30 days' notice and no minimum unless you press Change. Add a setup fee charges once on the yes.
Bank payments
If bank payments aren't on in your Stripe, clients can pay by card only, until you press Turn on bank payments.
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