How to collect client payment details

1. Collecting payment details via proposal signing

Step 1: Enabling via payment integration settings
- Navigate to the settings menu and select Integrations
- Ensure a payment integration is added and click Manage
- Locate and enable the option Ask Client Payment Details Before Accepting the Proposal
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

Option A: Generating and sharing a payment link
- Navigate to the payment methods section in the client's workspace
- Under Payments, click on Add Payment Method 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