Make progress billing/payment schedule fields available as variables in Custom Documents (for invoice PDFs)
AA Rodrigues
At present, the fields related to progress billing and payment schedules are not accessible as variables in the Custom Documents feature. This limits our ability to display payment timeline details and outstanding amounts directly on invoice PDFs sent to clients. Please allow these fields (such as payment terms, milestones, and scheduled amounts) to be used as insertable variables in custom invoice templates. This enhancement would make invoices clearer for clients, ensuring transparency about payment expectations and schedules.