This article talks about a feature in the Control section of the App.
Go to the Sales & Marketing section in the control tab and click on Payment Options.
This will take you to a list of your current payment options.
In order to create a new payment option click on the button.
From here you will be able to:
- Create a title for your payment option (Note: This is how your payment option will appear in the proposal) and add a short description for it.
- Choose the payment type, and
- Whether you would like to Auto-apply it.
If you are not sure how Auto-Apply works, please see how our article: What is Auto-Apply?
Depending on which payment type you choose, you will have a different set of inputs to fill out.
Go to our Payment Options section in the helpdesk for details about different payment options available and how to set them up.