In Winner, users can set a new default payment calendar (payment plan) for all new projects. Existing projects must be changed on an individual basis. For more information, see How to change the payment calendar for an existing project.
Setting a default payment schedule
At any level:
- Select Global settings > Project defaults.
- In the Project defaults window, select the Default values for delivery/payment tab.
- In the Payment calendar section, users will see the current default has a single payment line for 100 percent of the cost. Left-click to select the % field and reduce it to the desired percentage. Users can also change the Type of payment by clicking the drop-down menu.
Note: The New line button will now become available.
- Click New line.
- In the Type of payment column, click the drop-down menu for the new line to select the manner of payment, for example, Prepayment, Partial payment, Financing, etcetera.
Note: Users can define their own type of payment by clicking Type of payment, located below the table, and in the Due entries window, click Add, enter the new payment type and click OK.
- In the % column, enter the desired percentage into the field for the new line.
- Once completed, click OK.
Note: Users can create more payment lines or remove them by clicking Add line and Delete line.
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