Record client payments

During a project the client usually pays you several times: deposits, progress payments after stages, advances toward materials. Each payment goes into Bulido and you can see at a glance what's been paid and what's still outstanding. Payments are split into two categories that match how you bill the client.

Two payment categories

Labour: payments for work done. Usually larger amounts, billed when specific stages are complete.
Materials: payments toward the cost of materials. Usually advances you spend on specific purchases, with a final balance at the end.

Each payment has its own date, amount, optional title, and optional note.

Adding a labour payment

In the project, go to Settlements → Labour and click + Add payment. The Add labour payment dialog opens with these fields:

Amount (required).
Paid on (required).
Title (optional): e.g. Deposit, After plumbing, Bathroom finish.
Note (optional): your own notes, hidden from the client.
Settled items: the list of completed tasks from the checklist that you can tie to this payment.

Click Save payment and the entry lands in the payment history.

Tying a payment to checklist items

The Settled items section is unique to labour payments. It lists tasks that:

Are completed (marked done in the checklist).
Aren't already tied to an earlier payment.

Tick the ones you want to settle with this payment and they get a Settled badge. Bulido tracks how much money is owed for completed work. At the top of the new-payment dialog you'll see a banner Value of {n} unsettled services: {amount} with a Use amount button that pre-fills both the amount field and the matching settled-items selection in one click.

If you'd rather not bill per service (a lump sum instead), the same banner has a link to disable this feature for the project.

Adding a materials payment

In the Settlements → Materials tab, in the Client payments section, click + Add payment. The Add materials payment dialog opens with the same fields as labour (amount, date, title, note), but without the settled-items section. Materials are reconciled by balance (payments minus expenses), not item by item.

Balance and history

Each settlements tab shows metrics at the top:

Labour: Work value, Paid, Remaining.
Materials: Client payments, Expenses, Balance.

Work value covers services only — materials from the quote settle on the Materials tab, against materials payments and expenses. If you are VAT-registered the tile shows the gross amount (and says so), because that is what the client pays. So once the job is paid in full, Remaining reaches zero instead of going negative by the VAT.

Below the metrics sits the payment history with dates, amounts, and titles. Click any entry to open the edit dialog. The same dialog has a Delete button, with the confirmation "Delete this payment?".