This guide will walk you through the process of enabling direct payments via the mobile app to ensure smooth payment processing for you and your customers.

First, open the mobile app and log in with your account credentials. From the main dashboard, access the apps section.

Next, select the Estimates section.

Here, you can either create a new estimate or edit an existing draft.

Once in the estimate, ensure all the necessary details are filled out, including the estimate name, number, issue date, expiry date, contact information, and the list of items. When you’re ready to review, scroll to the very bottom of the screen. Under the “Payment Settings” section, toggle the “Enable Direct Payments” option to the on position.

Afterward, you can send the estimate to your customer via email, SMS, or both, depending on your preference. Once your customer opens the estimate in their browser and accepts it, they will be automatically redirected to the invoice, where they can conveniently make their payment online.

If the payment attempt is unsuccessful, navigate to the Invoices section and locate the specific invoice. From there, you can either resend the invoice or record the payment manually. To do so, simply left-swipe or long-press on the invoice card and select Record Payment. You can then process the payment using tap-to-pay, cash, card, or manual entry.

By following these simple steps, you ensure a smooth transaction process, allowing for efficient payment collection and a positive customer experience. Download the latest version of our app today and take advantage of this tool!

Frequently Asked Questions #

How do I enable direct payments on an estimate? #

Open the estimate in the Estimates section, fill in all required details, scroll to the bottom, and under “Payment Settings” toggle “Enable Direct Payments” to the on position.

How do I send the estimate to my customer? #

Once direct payments are enabled, you can send the estimate via email, SMS, or both, depending on your preference.

What happens after a customer accepts the estimate? #

When the customer opens the estimate in their browser and accepts it, they are automatically redirected to the invoice where they can make their payment online.

What should I do if the payment fails? #

Go to the Invoices section, locate the specific invoice, and either resend it or record the payment manually by left-swiping or long-pressing the invoice card and selecting Record Payment.

What payment methods can I use to record a manual payment? #

You can process the payment using tap-to-pay, cash, card, or manual entry.

What details must an estimate include before enabling payments? #

Make sure the estimate name, number, issue date, expiry date, contact information, and the list of items are all filled out before enabling direct payments.