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Offline Payment Settings

Customize payment offerings to your customers

Written by Jana

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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