Using Direct Payments with Estimates in the Mobile App
About Direct Payments for Estimates
The mobile app allows you to include a direct payment option when sending an estimate to a contact. When the contact accepts the estimate, they are immediately taken to the associated invoice to complete their payment online. This streamlines the process from approval to payment.
Enabling Direct Payments on an Estimate
Follow these steps to create and send an estimate with the payment option enabled.
Create or Edit an Estimate
- Open your CRM mobile app and navigate to the Estimates section.
- Create a new estimate or open an existing draft.
- Fill in the estimate details such as the estimate name, contact, line items, and dates.
- Proceed to the final review step.
Activate the Payment Setting
- On the review screen, scroll to find the Payment Settings area.
- Toggle the switch for Enable Direct Payments to the on position.
- Send the estimate to your contact via SMS, email, or both.
After the Contact Accepts the Estimate
Once your contact accepts the estimate from their device, they will be redirected automatically to the invoice page to submit their payment.
Handling a Failed or Incomplete Payment
If a payment is not completed, you can manage the invoice directly from the app.
- Go to the Invoices section in the mobile app.
- Find the invoice linked to the accepted estimate.
- Access the options for that invoice to select Record Payment.
- You can then record the payment using available methods such as card entry, cash, or manual recording.
Common Questions
Is this feature available on the desktop?
No, the direct payment option within estimates is currently only available in the mobile app.
Can I send an estimate through both SMS and email?
Yes, when sending the estimate, you can choose to deliver it via SMS, email, or both channels.
What if my client doesn't pay immediately?
You can locate the invoice in your app and either resend it or record the payment manually at a later time.