Summary
Once your client signs a contract, they can easily complete payments through the Payments tab using the built-in Stripe integration. This process ensures timely payments and provides email confirmations after each transaction.
Instructions
After signing the contract, your client should navigate to the Payments tab.
They will see a Pay button next to each item in the Payment Schedule.
Clicking the Pay button will launch a secure checkout via Stripe, where they can enter credit card details.
Once the payment is completed, they’ll receive an email confirmation with the payment details and receipt.
For any remaining payments, clients will automatically receive reminder emails.
Each reminder email includes a link that takes them back to the Payments tab to complete future payments.