# Payment terms and schedule > Source: https://support.usebluehill.com/deal-rooms-payment-terms-and-schedule | Updated: 2026-10-27T16:20:56Z ## The Payment terms card The Payment terms card The card sits under the quote. Its left side holds the settings rows; its right side previews the payment schedule those settings produce. Changes are saved with **Save changes** in the header, except the reminder days, which save as soon as you leave the field. ## Agreement term **Start** and **End** set the term of the agreement. - Leave both blank and the agreement starts when the customer accepts and runs open-ended. - Set a future **Start** and everything anchors to it: recurring billing begins on that date and one-time lines are billed then too, unless you tick **At signing** on a line. The hint reads *Starts Sep 1 · open-ended* or similar. - Set an **End** and recurring billing stops after that date. The end date must be after the start date. ## Due date for one-time invoices **Due date** applies to every one-time invoice in the room: **On receipt**, **Net 15**, **Net 30** or **Net 60**. Net terms count from the day the invoice is issued. ## Billing schedule for recurring lines **Billing schedule** sets the day recurring lines bill on: | Option | What it does | |---|---| | **Default — first bill on start date, then the 1st** | The first bill is on the start date (or acceptance); later bills fall on the 1st of the month. | | **Same day each month (start date's day)** | Bills on the same day of the month as the start date. | | **1st of the month** | Bills on the 1st. | | **Last day of the month** | Bills on the last day. | | **Fixed day of the month** | Bills on the **Day** you enter, 1 to 31. | **Prorate first period** bills a partial first period when the start date is not on the billing day, instead of a full period. It is available once a schedule other than Default is chosen. The hint under it shows the resulting rule, such as *Bills on the 1st each month · first period prorated*. Individual lines can override this schedule. See [Set when a recurring line bills](./deal-rooms-build-the-quote#set-when-a-recurring-line-bills). New rooms start with the schedule set in your organization or sales group settings. ## Late fee Switch on **Late fee** to charge a monthly percentage on invoices that stay unpaid after their due date. The rate defaults to *1.5* **%/mo**. The fee is added to the invoice and shown as *incl. late fee* wherever the amount appears. ## Automatic reminders **Auto-remind** sends the customer an email before an invoice is due and keeps reminding while it is overdue. The two fields read *N days before, every N days overdue*; both accept 1 to 90 days and save immediately. New rooms start with the days set in your settings, normally 3 days before and every 7 days. Switch the row off to stop automatic reminders for this room. See [Reminders](./deal-rooms-invoices-and-payments#reminders). ## Split the one-time total The segmented control at the top of the schedule preview chooses how the one-time total is invoiced: | Option | What it does | |---|---| | **Single** | One invoice for the whole one-time total, due per the due-date terms. | | **Deposit** | A deposit **due on acceptance**, then a remainder invoice due per the terms. Choose **% of total** or **Fixed amount** and enter the value, for example *50* for half up front. | | **Installments** | Equal installments, the first due per the terms and the rest every N days. Set the number (2 to 24, default *3*) and the interval in days (default *30*). | ## Read the payment schedule preview The right side of the card shows what the customer will be asked to pay and when: - **Total due at signing** adds up the one-time amount due at acceptance (the deposit, the first installment or the whole total, plus any lines marked **At signing**) and the first recurring period when it is billed at acceptance. A line underneath says what is **Due later** and under which terms. - **ONE-TIME** previews each invoice the split will create, such as *Deposit (50%) · on acceptance* and *Remainder · Net 30 after acceptance*. Once the quote is accepted it lists the real invoices with their due or paid dates and status. - **RECURRING** shows one row per cadence (*Monthly · 2 lines*) with its billing rule, the estimated first bill when prorated, and the **Next bills** with their dates and amounts. The footer repeats the rules in words: one-time invoices follow the due-date terms, and recurring periods are either invoiced at acceptance or by the billing sweep on the schedule above. Next: [Documents and signature](./deal-rooms-documents-and-signature).