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proposal templates allow you to set pre-configured settings for your proposals for example you can set up default payment schedules payment methods taxes discounts and proposal expiration dates to configure these settings navigate to the payments invoices in taxes section of the settings tab scroll down to the proposal templates section and click the plus icon to create a new template give the template a name if you would like these settings to load automatically every time you create a proposal just set the template as your default then configure the template first select the payment method collecting payments manually means you will collect payments from your client via check cash or some other method when you receive payment it will be up to you to mark the invoice paid and shoot you if you have a merchant account integrated into shoe queue you can select that option instead this will allow your clients to pay via credit card on an invoice when a payment is made the merchant will au