ℹ️ You asked; we've answered!
Below we'll walk through the updates to the new and improved alternative payments and the return of the configurable button!
1. Click on Company Settings
2. Click on the Payments tab
Note: We've updated the name of this section from "Offline" to "Alternative Payments"
3. Below this, you'll now see the dropdown menu for Alternate Payment
This will default to "Pay In-Person," but can be changed to any of the 4 selections in the dropdown. Whichever text is selected, will update the button preview below (see the green button). This is an example of the button your customers will be presented with as a payment option, when you have enabled the Alternative Payment method.
4. For this example, we'll select Pay with Other
5. Once selected, the button preview is updated.
6. Next, we'll want to ensure our Proposal Instructions are updated to reflect this selection.
For example: If you offer the option to Pay with Zelle, include those instruction here.
Or, maybe you also accept credit card payment via a service like square, outside of the system.
7. Now, do the same for your Invoice Instructions...
8. Click on Save and you're all set!
