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Editing Offline Payments Instructions
Editing Offline Payments Instructions

Edit payment instructions that a client receives after choosing the "Pay Offline" option when accepting a proposal or receiving an invoice.

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


1. Click on Company Settings

Click on  Company Settings

2. Click on Payments

Click on Payments

3. You can enable Offline Payments here by toggling on the "Enable" toggle.

You can enable Offline Payments here by toggling on the "Enable" toggle.

4. You can edit the instructions that the customer will receive when they choose "Pay Offline" on a proposal here.

You can edit the instructions that the customer will receive when they choose "Pay Offline" on a proposal here.

5. You can edit the instructions that the customer will receive when they choose "Pay Offline" on an invoice here.

These instructions can also be used to set up alternative payment methods such as Zelle or Venmo

You can edit the instructions that the customer will receive when they choose "Pay Offline" on an invoice here.

6. Click on Save

Click on Save

Continue with Steps 7-12 to see how these instruction will appear to your client in the proposal and on an invoice...


7. In a Proposal, once your client signs and clicks submit, their payment options will appears at the bottom of the proposal. (See next step)

In a Proposal, once your client signs and clicks submit, their payment options will appears at the bottom of the proposal. (See next step)

8. When your client selects Pay Offline…

When your client selects Pay Offline…

9. Your Offline Payment instructions will appear for them to read and accept.

Your Offline Payment instructions will appear for them to read and accept.

10. When your client opens an invoice their payment options will be available at the top of the invoice.

When your client opens an invoice thier payment options will be available at the top of the invoice.

11. When they click on Pay Offline…

When they click on Pay Offline…

12. Your "Offline Payment" instructions will pop up for them to accept.

Your "Offline Payment" instructions will pop up for them to accept.
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