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How to Accept Deposits for Offline Payments
How to Accept Deposits for Offline Payments

This article will describe how to offer your customers the option to pay offline for the deposit payments.

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

Be sure Offline Payments are enabled in Payments under Company Settings

Be sure Offline Payments are enabled in Company Settings under Payments


Enabling Offline Deposits on Proposals

1. Click on Settings in the Proposal

Click on Settings in the Proposal

2. Click Add to set a Deposit

Click Add to set a Deposit

3. Input the desired Deposit amount

Input the desired Deposit amount

4. Click on Save

Click on Save

5. Enable Allow Check or Cash Deposit

Enable Allow Check or Cash Deposit

6. Offline Payments will now be enabled

Offline Payments will now be enabled


Accepting the Proposal

1. The customer will sign and hit Submit Signature

The customer will sign and hit Submit Signature

2. They can then click on the button to pay the Deposit offline

Note: The verbiage of this button can be changed in Payments under Company Settings.

They can then click on the button to pay the Deposit offline

2. Instructions on paying the Deposit will display

Note: These instructions can also be adjusted in Payments under Company Settings

Instructions on paying the Deposit will display

3. The customer can click Accept to accept the Proposal and Deposit instructions

The customer can click Accept to accept the Proposal and Deposit instructions

4. An email notification will be sent out informing you the customer would like to pay offline for their deposit



Accepted Proposals

1. The accepted Proposal will enter the Jobs Pipeline

The accepted Proposal will enter the Jobs Pipeline

2. An invoice will be automatically created

An invoice will be automatically created

3. A Payment Request will be made for the Deposit amount

A Payment Request will be made for the Deposit amount

4. Click on Send Request to request the payment

Click on Send Request to request the payment

5. Click on Send to send the Payment Request

Click on Send to send the Payment Request
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