Purpose: Customers may have to choose deferred payment as an option against an invoice. This area will show on the engineers app for them to read, sign, and make the payment. This is a tool that will help your and your customers' relationship between paying for jobs.
Tagging: The system uses tagging to help add information and helps reduce administrative work by making it easy to send out the documentation to your customers.
Throughout the system, there are modules that may be used to create communications. Most modules have tagging available, and you will see the option to add tags when you see this button.
- Go to system settings > Payment authorization message.
- Enter your message in the body. After entering it, hit ‘Save’.