To create a document with online payment enabled, navigate to Estimates > select the relevant Estimate > Documents and click on 
. If the estimate has been converted to a Job, navigate to Jobs > select the relevant Job > Documents and click on 
.
You can create a blank document or use a previously saved template. Customize your document setup using the drop-down menus on the right.
To enable payment upon signing, navigate to Payment and tick the check box. If there is no QuickBooks contact saved for this lead, a banner will be displayed. If you already have a QuickBooks contact saved, skip to step 4.
To add a QuickBooks contact, navigate to Details tab > Contact Details>Add Contact, choose an existing contact, or add a new one.
Once you have enabled payment on signing you can add a description of what the payment relates to, which will appear on the QuickBooks invoice once the document is signed.
Next, set a Payment $ amount and indicate whether Tax Payable is applicable. ℹ️ The payment amount entered is tax-inclusive by default.
Once you are happy with the formatting and content of the document. Under the Send Document tab confirm your Send To contact click Send for Signing.
The client will receive an email notifying them that they are required to sign the document. Once signed, they will be redirected to a page where they will be asked to enter their card details to process the payment. The payment is processed via Stripe, a secure and trusted online portal.
⚠️ A linked QuickBooks contact is required to use this feature.
Under the payment tab, a banner will be displayed to notify you of 'Missing QuickBooks Contact'.
For information on linking a contact from JACK to QuickBooks, refer to this article: Connect a Lead Contact to QuickBooks