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'.
What is this used for?
You can use this to send the estimate to the customer and they have time to view the estimate online and accept quickly.
Can I take payment for the initial invoice with this?
Yes, if you have a credit card integration with Commusoft, and an initial invoice within the estimate, the customer will receive a payment screen as shown within the video above. If you'd like more information about our credit card integration, please email firstname.lastname@example.org.
When does this communication send to the customer?
This message is sent to the customer when you click Email on the Send to customer section of the estimate.
How do I know when a customer has accepted the estimate or paid the initial invoice?
You will receive a notification on your Commusoft account when the customer accepts the estimate, and another when the payment has been made.