Once the Payabli integration is active, you can select it as a payment method for cash financing. Follow the steps below to do this.
Step 1: Scroll down to the financing section of the proposal and select the “Cash” option.
Step 2: Select the “Payabli” option from the dropdown immediately above the cash finance card.
Step 3: Click “Finalize” to lock in the finance option.
Step 4: The “Finalize” button will turn yellow and read “Unfinalize”. You can now proceed to contract singing and conversion to a project.