You can take payments through your online payment portal by editing your estimate email message. This can be found in your system settings under the 'Estimate' section.
In order to include a link to your payment portal, you need to ensure the right 'tag' is used. Click 'use tagging' and select 'estimate_portal_url'.
- You can use this to send the estimate to the customer and they have time to view the estimate online and accept quickly.
- You can take payments for your initial invoices with this if you have a credit card integration (Stripe) with Commusoft and an initial invoice within the estimate. The customer will receive a payment screen through which they can make their payments.
- You will receive a notification on your Commusoft account when the customer accepts the estimate, and another when the payment has been made.