Splitting Payment Amounts Between Recipients in Proposaly

Introduction

In many business scenarios, a single proposal might be shared between multiple recipients who each hold financial responsibility. Proposaly makes it easy to divide payment obligations between different contacts, allowing for a more transparent and collaborative billing process.

What This Article Covers

This guide walks you through how to split payment amounts between multiple recipients within the same proposal using the Payment Terms section.

Who This Is For

This feature is ideal for account managers, project coordinators, and sales professionals who manage group clients or shared service proposals.

Why It’s Useful

Assigning specific payment responsibilities to individual recipients ensures:

Better clarity and accountability
Separate tracking for each payer
Customized payment methods and statuses per contact
Flexibility when handling shared or group payments

Important Note Before You Begin

Before you can split payment amounts between recipients, you must define the total job price in the Price Quote section. This enables the “+ Payment” button in the Payment Terms tab.

Step-by-Step: How to Split Payment Amounts Between Recipients

Step 1: Open the Proposal

Navigate to the proposal where you want to manage shared payments.

Step 2: Go to Price Quote

Add items and define the total price for the job. This step is required before proceeding to payment setup.

The default view now shows a Full Breakdown including:

Item Type
Quantity
Title (bold)
Description (beneath the title)
For Add-ons, you'll see who added the item and when
Tax and Discount Notes (if configured in the backend) now appear under item details

The mobile view remains unchanged

Each session remembers your choice

The toggle appears in the color of your main CTA

Step 3: Go to Payment Terms

Click on the Payment Terms tab in the right-side proposal menu.

Step 4: Select a Payment Option

Choose the structure of your payment plan:

Single Payment
Milestone Payments
Installments

Step 5: Click "+ Payment" to Add a Payment Row

A pop-up window will open, allowing you to configure a new payment.

Step 6: Fill Out the Payment Information

Enter a Payment Description (e.g., “Client A Deposit”).
Choose the Type (Fixed amount or Percentage).
Define the Amount Due.
Select the Status (e.g., Pending, Paid).

Step 7: Assign the Payment to a Recipient

Use the recipient dropdown to select who will be responsible for this specific payment.

Step 8: Repeat for Each Recipient

Click + Payment again to create additional rows.
Assign each to a different recipient, with custom amounts and statuses as needed.

Step 9: Save Changes

Once all payments are configured and assigned, click Save to confirm your setup.

Conclusion

Splitting payment amounts between recipients in Proposaly streamlines financial collaboration in multi-party deals. Whether you’re working with multiple stakeholders or dividing costs across departments, this feature gives you complete control over how payments are structured and tracked.

For more tips on managing payments and financial workflows, visit the Help Center or contact our support team.

Additional Resources