How to use Payment Deposits or Saved Payment Methods on Proposals

Inspect Point allows you to require saved payment methods, or deposit payments,  on your proposals.

This article will cover how to turn this feature on, how to utilize it on proposals, and how customers can accept proposals that require payment methods or deposits.  Note: This feature is available for Inspect Point payments users. If you are interested in turning on payments (available with no added subscription fees), please contact us at support@inspectpoint.com. 

How to Setup Proposal Deposits/Payment Methods

To begin, navigate to the Payment Settings section on the Settings tab. You will see the following Payment Options:

You’ll notice the Enable Proposal Deposits feature at the bottom of these options. Enabling this allows you to request or require deposits on proposals. Like it says, additional settings can be configured on individual proposals.

Deposits on Proposals

With Proposal Deposits turned on, let’s now see it in action on a proposal.

To begin, create a proposal and scroll to the bottom of the first screen - your Proposal Settings.
Here, you will see the Proposal Payments section.

When creating a new proposal, this will be set to “Off,” but clicking either of the other options will turn on the feature.

Note: These options will not be available on proposals unless Enable Proposal Deposits is selected in your Payment Settings. 

By clicking “Payment Method,” the customer will be required to provide a payment method to keep on file.

If no payment has been saved at this building or account yet, then a message will display saying a card or bank account on file is required to accept the proposal.

If a card is already saved, then a message will display saying a payment method is already on file.

Regardless of whether a card has been saved previously or not, selecting Payment Method will not require a payment from the customer at this time; it only requires that a card, or bank account, be on file to accept the proposal.

Deposit, however, requires a payment with acceptance of the proposal. 

You choose to set-up your deposit as a dollar amount, or a percentage of the total.

Note, these options need to be configured on each proposal. This allows you flexibility to determine which proposals and/or which accounts/buildings will require a payment method on file or a deposit. 

Accepting the Proposal

With your proposal now requiring either a saved payment method or a deposit, it is ready to be accepted by the customer. 

If a Payment Method is required, then the customer will be prompted to enter either a credit card or ACH/eCheck in order to accept the proposal.

Once you’ve entered your information, you will enter your Approval Information. 

The top two fields - Accepted By and Accept Note - are required. The last field is optional.

The last part of the acceptance process is checking the following three agreements.

If a deposit is required, the customer will be prompted to enter a deposit as part of their acceptance process. 

If a card is on file it will appear, but if not, the customer can add one from this screen. 

After the method of payment has been chosen, the customer will enter their Approval Information and acknowledge the agreements in the same way as the Payment Method. 

Once this information has been added, the customer can click Pay Now to make their deposit. Clicking Pay Now will automatically accept the proposal as well, once the deposit succeeds. 
When a proposal is converted to a work order or invoice, the deposit will carry-over, as described in this article.

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket through the "Submit a request" link above.