How to Set Up Billing and Payment
Choose the payment method and deposit split before finalizing your order.
Written By Dennis Rodin
Last updated About 7 hours ago
[Screenshot: Billing & Payment step showing Payment Method and Payment Plan Setup with 50/50 selected]
After configuring your monument or service order, you land on Billing & Payment. This is where you record the payment method and set how much the customer is paying now.
Payment Method
[Screenshot: Payment Method section showing the Payment Method and Payment Notes fields]
Enter the Payment Method (for example, Check, Cash, External Credit Card) and any Payment Notes with additional details or instructions.
Note: Payment Method and Payment Notes are for your own reference only. They don't affect anything in the system and are simply shown in the order overview under notes.
Payment Plan Setup
[Screenshot: Payment Plan Setup showing the split options, Deposit (Now) and Balance (Auto) cards, and the deposit percentage bar]
The total from your Pricing panel is shown on the right. Below it, you choose how much the customer is paying right now:
0% means no payment collected now. The full amount becomes the balance due. Use this when the customer needs to come back with payment or you just want to save the quote first.
50/50 means half is collected now as a deposit, the other half becomes the balance due.
30/70 means 30% collected now, 70% becomes the balance.
100% upfront means the full amount is collected now.
Custom... lets you set any deposit percentage you want.
Whatever you select, the green Deposit (Now) card shows what's collected immediately and the orange Balance (Auto) card shows what's due before delivery.
Be careful with your selection
Warning: Once you click Save as Confirmed Order in the Review step, the deposit selection cannot be undone. The system logs the deposit as a payment, generates a receipt, and if you have QuickBooks connected, it pushes the payment there too.
If you're not sure the customer will pay right now, select 0%. You can always log the payment manually later from the order overview after the order is created. This is the safest option when there's any doubt.
When you're done, click Next to continue to Review & Create.
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