Configure payments and contract content in a template

The template Details tab can hold a payment schedule, invoice settings, reusable payment notes, and contract content. These are definitions for a future event. They are not a payment record, a generated client document, or a signature.

The Payments section below shows a reusable schedule with a non-refundable retainer, due-date display, and invoice settings. The payment controls are separate from the Contract section beneath them.

Payment schedule and invoice settings

Use Edit Schedule to define scheduled payment names, amounts, and due rules that a new event may start with. Use Configure Settings for payment preferences such as available payment methods and tips when those features are enabled. Invoice Settings controls the reusable pay-to, billed-to, and payment-instruction content used for invoices.

Payment schedule notes can be visible through a Client Portal shareable link. Keep those notes generic for client access. For shared event payment instructions, see Manage invoices, payments, and receipts.

Contract content and signer settings

The Contract section has its own reusable document controls and signer settings.

In Contract, use Enable when future events should start with contracts available. Use Add Contract or Import to prepare reusable terms, and Preview to review them. Configure Settings controls signer information collected when a real client signs.

Keep client-specific names, signed documents, and generated contracts out of the reusable setup. A template can provide contract content, but a new event still needs its own client and signer review. See Prepare an event contract for the shared contract editor.

Creating a template does not charge a payment method or authorize a signature. When applying a template to an existing event, paid payments and generated contracts can restrict replacement choices. Apply an event template explains those protections.