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1. Open Settings

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Click Settings from the main sidebar to access your account configuration options.

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2. Go to Defaults

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Click Defaults to access your default configuration settings.

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This section is where you can manage preset values used across your account.

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3. Choose Your Default Payment Structure

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Select the payment structure that best matches how your business usually collects payments.

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Depending on your setup, this may include options such as a Single Payment (before or after job completion), Deposit and Remaining Balance, or a Milestone Payment Structure.

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