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How to Configure Payment Settings in a Proposal

How to Configure Payment Settings in a Proposal

This article will describe how to configure payment settings per individual Proposals for accepting deposits.

Written by Danielle Walls

Updated over a month ago

Choosing the Payment Settings

Note: You can enable payments settings globally by going to Payments under Company Settings. See this article for more information.

1. Open the Proposal

Open the Proposal

2. Click on 'Settings'

Click on Settings

3. Toggle on Payment Methods to Offer Them in the Customer Portal

Toggle on payment methods to offer them in the customer portal

4. You can Also Choose to Waive Credit Card and ACH Fees for the Deposit if Desired

You can choose to waive credit card and ACH fees for the deposit if desired

The Customer Portal

1. The Customer Will Sign and Click 'Submit Signature'

The customer will sign and click Submit Signature

2. All Offered Payment Options Will Then Display for the Customer

All offered payment options will then display for the customer

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