Estimate Direct Payments on the Mobile App

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 customer.

First, open the mobile app and log in with your account credentials. From the main dashboard, access the left-hand navigation drawer.

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!