How to edit the name of Payment Schedule in X-DOC?

Overview

Payment Schedule allows you to define structured payment milestones within a proposal. You can also update the name of an existing Payment Schedule to ensure better clarity, alignment with project requirements, or client-specific labeling.

Open the required Proposal and navigate to the Payment Schedule section.

Click on the three-dot (Action) icon next to the Payment Schedule name.
Select Edit from the dropdown menu.

Enter the updated Payment Schedule name in the field provided.
Click on the check (✓) icon to apply the changes.

The updated name will be reflected immediately.

Updated on: 09/29/2026

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