Table of contents
1. Overview
Enabling payments in Cone enriches your proposal process with seamless billing options, whether you’re using Cone’s payment account or an external Stripe or GoCardless account
With payment integrations enabled, Cone offers flexibility in how you handle billing and payments:
1.a Before proposal acceptance
Collect payment details from your clients, ensuring a preferred payment method is on file for future transactions.
1.b Auto charging
Set up auto charge for recurring billing or instant payment post-proposal acceptance
1.c Payment link in invoice
Include a direct payment link within your invoice PDFs, offering clients an easy way to complete payments
These settings can be tailored at both the account and client levels within Cone, offering a personalized approach to payment collection
2. Cone's payment account settings
When using Cone’s integrated payment account, additional settings include specifying acceptable payment methods
Ask client payment details before accepting proposal
Ensure you have an authorized payment method on file by collecting client payment details upfront
Enable auto charge
Automate the billing process by enabling auto charge, allowing for hassle-free payment collection
Include payment link in invoice
Facilitate immediate payments by embedding a payment link directly in your invoice
Payment method preferences
Choose whether to accept credit cards, bank accounts, or both as payment methods from your clients.
3. External payment account settings
With external accounts, below options are available
Ask client payment details before accepting proposal
Ensure you have an authorized payment method on file by collecting client payment details upfront
Enable auto charge
Automate the billing process by enabling auto charge, allowing for hassle-free payment collection
Include payment link in invoice
Facilitate immediate payments by embedding a payment link directly in your invoice
4. Managing proposal payment settings
4.a At the Account Level
You can manage proposal payment settings as described here for Cone's payment accounts and as shown here for external accounts
These settings will apply across the account unless overridden at the client level
4.b At the Client Level
For specific client configurations, you can override within each client’s workspace settings. This allows for customization on a per-client basis, tailoring payment collection practices to individual needs or agreements
Options are available under Payments section under Settings
