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.

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?".

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