Skip to main content

How Can I Edit the Proposal Payment Settings When the Proposal is Already Accepted?

In this article, you will learn how to edit the proposal payment settings when the proposal is already accepted.

Salma Castillo avatar
Written by Salma Castillo
Updated this week

1. Click On "Proposals"

Click On "Proposals"


2. Click On The Proposal You Want To Edit The Payment Settings For.

Click On The Proposal You Want To Edit The Payment Settings For.


3. Now Click On View Invoice

Now Click On View Invoice


4. Now Let's Go To Settings

Now Let's Go To Settings


5. Here You Can See All The Payment Settings

The Option Alternative Payment Is Enabled By Default And Allows Customers To Use Alternative Methods Such As Cash, Check, Or Other Manual Payments.
If You Activate Allow Card Payment, You Will Be Able To Disable The Alternative Payment Option If Needed
.

Here You Can See All The Payment Settings


6. Here You Can See All The Payment Settingsactivating The Option Allow Card Payment Lets The Customer Pay Using A Credit Or Debit Card.

Enabling This Option Also Unlocks The Waive Card Convenience Fee Setting.

Here You Can See All The Payment Settingsactivating The Option Allow Card Payment Lets The Customer Pay Using A Credit Or Debit Card.


7. Waive Card Convenience Fee

When enabled, the customer won’t be charged the additional card processing fee. When disabled, the fee will apply by default

Waive Card Convenience Fee


8. Activating The Option Allow Bank (Ach) Payment Lets The Customer Pay Using A Bank Transfer (Ach)

Enabling This Option Also Unlocks The Waive Ach Convenience Fee Setting.

Activating The Option Allow Bank (Ach) Payment Lets The Customer Pay Using A Bank Transfer (Ach)


9. Waive ACH Convenience Fee

When enabled, the customer won’t be charged the additional ACH processing fee. When disabled, the fee will apply by default

Waive ACH Convenience Fee


If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


Did this answer your question?