How Do You Use Jobber's Progress Billing for Projects?

Current setup, per Jobber's help: payment schedules work on all plans. On a quote, open the total section, then Add Deposit or Payment Schedule, and split by % or a fixed amount. Installments must add up to 100% or the full total. Adding it at the quote stage carries it through to the job.

With no quote, you can add it on a one-off job (not recurring): Billing > "Split into multiple invoices with a payment schedule".

Then at each milestone, open the job, go to the Payment Schedule tab, and Generate the next invoice; the amount fills in for you.

Gotcha: line-item amounts on progress invoices can't be edited. If scope changes, edit the job's line items first, then adjust the remaining payments. Invoices already issued are locked.

Clients see "Item Total" and "Due This Invoice" on each one, and the full schedule stays on the original quote in client hub.