Summary:
In order for clients to make payments on your FlowerBuddy proposal, you'll need to integrate stripe (see separate help article "Stripe Integration") and have your web payments enabled.
Instructions:
Enabling Payments from Clients:
To accept payments from clients, two things must be enabled:
First, ensure your Stripe integration is enabled.
If it's not already enabled, refer to https://help.flowerbuddy.co/en/articles/8137358-setup-stripe-payments-in-flowerbuddy.
The second item to enable is the "Web Payments" toggle.
Accessing the Web Payments Toggle:
Go to the Payments tab of the specific event you want to enable payments for.
Checking the Status of the Web Payments Toggle:
Look for the "Enable Web Payments" toggle at the top of the Payments tab.
If the toggle is turned off (grayed out), web payments are not enabled for this event.
Enabling Web Payments:
Switch the "Enable Web Payments" toggle to the ON position.
Once enabled, the Pay button will appear in the corresponding events' proposals.
Viewing the Payment Schedule:
Check the preview of the proposal to see the payment schedule.
The payment schedule will be calculated with due dates.
Activating the Pay Button:
Note that the Pay button will initially remain gray and inactive.
The Pay button will become active and clickable only after the client signs the contract.
Once the contract is signed, the client can make a payment by clicking the active Pay button.