Payment Plan

What this page is for:
 Company default milestones (names and %). New jobs copy these; per-job changes use Edit Plan.

Where: Admin Console → Payment Plan
 /portal/settings/system-settings#payment-obl
 Heading: Payment Plan — Configure payment milestones and percentage allocations

Steps:

1. Cards: Total Obligations, Active. Add Entry.

2. Add New Payment Plan Entry / Edit Payment Plan Entry: Obligation Name () (e.g., Down Payment, Progress Payment, Final Payment), Description (Brief description of when this payment is due...), Percentage Amount ().

3. Save: Payment Plan Entry Created / Payment Plan Updated. Delete: Delete Payment Plan Entry.