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
2. Click on Settings
3. 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
The Customer Portal
1. The customer will sign and click Submit Signature
2. All offered payment options will then display for the customer
