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Company Settings: Payments
Company Settings: Payments

This article will detail setting Offline Payment options, as well as Online Payment options using our Stripe integration.

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago

Navigating to Payment Settings

1. Click on Company Settings

Click on Company Settings

2. Click on Payments

Click on Payments

Choosing Offline Payments Options

Note: This are global settings, so turning them on will enable them for every Proposal and Invoice. You can also enable/disable per Proposal and Invoice.

1. Toggle on Enabled to offer Offline Payments as an option

Toggle on Enabled to offer Offline Payments as an option

2. Choose the Button Text you would prefer

Choose the Button Text you would prefer

3. Input Offline Payment Proposal Instructions

Input Offline Payment Proposal Instructions

4. Input Offline Payment Invoice Instructions

Input Offline Payment Invoice Instructions

5. Click on Save to register the changes

Click on Save to register the changes

Online Payment Settings

1. Card Payments and Bank Account (ACH) Payments can be set up using our Stripe integration

Note: See our Stripe setup instructions here.

Card Payments and Bank Account (ACH) Payments can be set up using our Stripe integration
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