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Enabling and managing payments for clients in the Proposal Editor
Enabling and managing payments for clients in the Proposal Editor

Learn how to enable and manage payments for your clients

Pat Kuo avatar
Written by Pat Kuo
Updated yesterday

Managing payments for clients

Payments are managed at the client level within the Services tab and the Billing Schedule tab.

Within the Billing Schedule tab, there is a Payments methods section where you can:

  • Add new payment methods manually

  • Change the payment method to be billed

  • Delete a payment method

  • Request from clients by sharing a link where they can add their own payment method

In the Services tab, you can click into a specific service to change the payment method for a single service if you wish.

Please note that if you change the payment method for a singular service, it will be invoiced separately from the other active services. Only billing items that have the same payment method and same date can be combined into a single invoice.

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