Payment Terms
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      How your clients will see and receive invoices in Bolster

      This article gives a view of how your customers will see and receive invoices and payment requests - depending on your payment terms.

      Pre-requisite: Complete KYC

      Your company must complete KYC and be onboarded to payments before enabling payment terms.


      Client Estimate Approval & Payment Terms

      1. Viewing Terms on Approval

        • When a client goes to approve an estimate, they will see a summary of whichever terms the project uses.

        • The display will change depending on whether it’s Rolling, Phase, Stage, or Segmented.

          •  Phase Based 

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          • Stage Based 

          14-1 

          • Rolling Basis

          15-1 16-1

          • Segmented 

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        • Client Confirms

        • The client can see additional details (e.g., the breakdown of each phase/segment, or a line-item list if set to “show all items”).

        • Once they confirm and approve, the estimate is officially accepted along with its associated payment terms.