Getting paid
How do I take stage payments for an interior project?
Set up a milestone payment schedule on a quotation, collect an advance proforma, and request payments as work completes.
Step-by-step instructions
- 1Create and send a quotation from Financials → Quotes.
- 2On the sent quote page, scroll to Payment schedule and click 50/50 or Custom to set your milestones.
- 3When your client accepts the quote online, Clyrix generates the advance proforma for the first milestone.
- 4When the advance is paid online, or you open the proforma and tap Record payment, Clyrix raises a tax invoice for the amount received (for services).
- 5When the next project milestone is reached, open the quote and tap Request payment to issue the next proforma.
Good to know
- You can customize milestone percentages and labels (e.g. 40% Booking, 50% Carpentry, 10% Handover) to match site progress.
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