Cone

1. Collecting payment details via proposal signing

Step 1: Enabling via payment integration settings

- Navigate to the settings menu and select <code>Integrations</code>
- Ensure a payment integration is added and click <code>Manage</code>
- Locate and enable the option <code>Ask Client Payment Details Before Accepting the Proposal</code>

Step 2: Configuring client-specific options

- Access a specific client's workspace within the settings
- Under payments, adjust default settings to ask for payment details before proposal acceptance

With above enabled, during proposal signing, if no existing payment method is present, clients will be prompted to enter their payment information

This step ensures that payments are linked before the proposal is finalized

- Step 1: Enabling via payment integration settings
 - Navigate to the settings menu and select <code>Integrations</code>
 - Ensure a payment integration is added and click <code>Manage</code>
 - Locate and enable the option <code>Ask Client Payment Details Before Accepting the Proposal</code>
- Step 2: Configuring client-specific options
 - Access a specific client's workspace within the settings
 - Under payments, adjust default settings to ask for payment details before proposal acceptance
 
 With above enabled, during proposal signing, if no existing payment method is present, clients will be prompted to enter their payment information
 
- This step ensures that payments are linked before the proposal is finalized

2. Manually sending payment links or adding details

Option A: Generating and sharing a payment link

- Navigate to the payment methods section in the client's workspace
- Under <code>Payments</code>, click on <code>Add Payment Method</code> to generate a unique link
- Share this link with your client, allowing them to input their payment details directly

Option B: Admin-added payment information

- Use the same interface to manually enter known payment details for the client
- This method is ideal when you have prior knowledge of the client's preferred payment method and details

- Option A: Generating and sharing a payment link
 - Navigate to the payment methods section in the client's workspace
 - Under <code>Payments</code>, click on <code>Add Payment Method</code> to generate a unique link
 - Share this link with your client, allowing them to input their payment details directly
- Option B: Admin-added payment information
 - Use the same interface to manually enter known payment details for the client
 - This method is ideal when you have prior knowledge of the client's preferred payment method and details

Collecting payment details from clients as part of proposal singing process or in a direct way