In the article below, you will learn:
- Add a convenience fee percentage.
- How to set up your default payment schedule.
Payment Setting:
- Select your currency from the drop-down menu. Currently, we have over 25 different currency options available for you to choose from.
- Add your 'Make Checks Payable To' information, which will display on the 'Summary' page of your Proposal. If you do not accept checks as a form of payment, you can leave this section blank, and it will not appear on the Proposal.
Set up your default payment schedule:
- Adjust the default schedule Details provides by clicking 'Add New Default Payment' to add additional payment rows or clicking 'X' to remove any rows you don’t wish to use.
- Adjust the rows to reflect how you would like to collect your payments. If using a flat dollar amount, select '$' under 'Type'
- If using a percentage, select “%” under 'Type.'
- Type in the percentage or dollar amount.
- Make sure that your percentages total 100% (See photos below)
- Under the 'Due' column, type in the number of days before the event that the payment is due. If left blank, the payment is due now.
- All percentages must equal 100%
Set up Your Tax Settings:
Located in the top right-hand corner of the 'Default Payments' section, you will find the 'Tax Settings' button. Here, you can choose how you would like your tax allocated for your account.
By default, taxes are allocated proportionally, dividing evenly across your payments based on their amounts. If you prefer, you can change this to collect all tax first or last. Additionally, you can set specific tax preferences for each category: Product, Service, and Labor
Set Your Default Invoice Note
In the 'Invoice Note' section in the bottom left-hand corner, you can adjust the note that appears on your invoice. If you have something else you want to include specifically for certain clients, you can also adjust this on a per-event basis.
Connect With Stripe
In the upper right-hand corner, you will also see an option to connect with Stripe if you are not already connected. This will allow you to utilize the Details Invoicing features, allowing your clients to process payments directly through the site.
Once you are connected, you can access direct links to your Stripe account and invoice email settings in this area!
