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Offline Payment Settings

Customize payment offerings to your customers

Written by Jana
Updated over 8 months ago

Using the CRM you can decide what payments you want to accept when sending estimates and invoices.

Offline payment settings include:

  • Integrating Financing (including BYOL)

  • Cash

  • Insurance

  • Offline Debit/Credit Card

  • ACH

  • Wire

  • Zelle

  • Venmo

You will need to configure the payment settings in Payments before sending estimates and invoices.

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