Payments ← Bundle tab (from Payment Due)

What this page is for:
 Money for the whole estimate bundle. Record once and split across jobs, or pick one job to edit its plan. Same Payment Plan / History cards as the job Payment tab.

Where: Estimate detail → Payments (#payments)
 Payment Due opens this tab. Opportunity estimate bundle uses the same tab.

Steps:

1. Apply payment to — all jobs or one job. All jobs: Viewing all jobs — payment plan editing is per job. Select a specific job in the dropdown above, then use Edit Plan… Hint: Splits new payments across jobs · select a job to edit its payment plan.

2. Use Record Payment, Edit Plan, history, and (if enabled) QuickBooks actions as on Payment below.

3. Open a job from Jobs for per-job Payment, Discount, Expense, Commission, Job costing.