This guide covers how to enable direct payments via the mobile app, so payments go smoothly for you and your customers.
Open the mobile app and log in. From the main dashboard, go to the apps section.
Select the Estimates section.
From here, you can create a new estimate or edit an existing draft.
In the estimate, fill in all the details: estimate name, number, issue date, expiry date, contact information, and the list of items. When you're ready, scroll to the bottom of the screen. Under the "Payment Settings" section, toggle the "Enable Direct Payments" option on.
You can then send the estimate to your customer by email, SMS, or both. Once they open it in their browser and accept it, they'll be taken straight to the invoice to pay online.
If the payment doesn't go through, go to the Invoices section and find the relevant invoice. From there you can resend it or record the payment manually. Left-swipe or long-press the invoice card and select Record Payment. You can then process it using tap-to-pay, cash, card, or manual entry.
Following these steps keeps payment collection efficient and the experience smooth for your customers. Make sure you're on the latest version of the app to access this feature.