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

• Labor: 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 labor payment

In the project, go to Settlements → Labor and click + Add payment. The Add labor 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 labor 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 and flags it when the client falls behind. The project view shows Value of {n} unsettled services: {amount}.

If you'd rather not bill per service (a lump sum instead), the payment dialog has an option to disable this feature for the project.

Adding a materials payment

In the Settlements → Materials tab, in the Client payments section, click + Add payment → Add materials payment. Same fields as labor (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:

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

Below the metrics sits the payment history with dates, amounts, and titles. Each payment can be edited or deleted (with confirmation: "Delete this payment?").

What's next

• Run the project checklist
• Log materials expenses
• Share project progress with the client