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Understanding Payment Options for Estimates

Unique payment options for each estimate, every time.

Jana avatar
Written by Jana
Updated over 4 months ago

The payment options available in Estimates are controlled by the master e-payments + Offline Payment Settings in the Payments settings in the CRM.

You can offer the customer different payment options for each estimate you create. You are in control of which payments can be applied to the invoice, after the estimate is signed.

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