Be sure Offline Payments are enabled in Payments under Company Settings
Enabling Offline Deposits on Proposals
1. Click on Settings in the Proposal
2. Click Add to set a Deposit
3. Input the desired Deposit amount
4. Click on Save
5. Enable Allow Check or Cash Deposit
6. Offline Payments will now be enabled
Accepting the Proposal
1. 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.
2. Instructions on paying the Deposit will display
Note: These instructions can also be adjusted in Payments under Company Settings
3. 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
2. An invoice will be automatically created
3. A Payment Request will be made for the Deposit amount
4. Click on Send Request to request the payment
5. Click on Send to send the Payment Request
