We are excited to announce a significant enhancement to Mobile Payments—introducing the ability for direct payments within estimates. This new feature offers users the convenience of enabling direct payment options inside an estimate before sending it to their customers.
With this update, once a customer accepts an estimate, they will be seamlessly redirected to an invoice page to complete their payment online. This enhancement is designed to simplify the payment process, ensuring a smoother and more efficient transaction experience for both businesses and their clients.
To take advantage of the direct payment capability, follow these steps:
When your customer views and accepts the estimate, they will automatically be redirected to the invoice page to make their payment online.
In the event of a payment failure, you can easily manage the situation by:
Options for recording payments include tap-to-pay, cash, card, or manual entry by left-swiping/long-pressing on the invoice card and selecting “Record Payment.”
This update is available across several platforms, including SMBcrm apps, and can be requested for activation.
For more updates and detailed feature announcements, visit our product updates page.
In Case You Missed It: Discover our recent announcement on the Enhanced Client Portal for Subscription Management.