Help Center

Make sure you have a contract template with an invoice template associated. To do this, go to Settings > Templates > Contract Templates and edit an existing template or add a new one. On the edit template page, click on ‘Settings’ in the upper right corner, and select one of your invoice templates from the Invoice Template dropdown.

You must also have a payment processor enabled in order to use this functionality. Check out this section of the help center for more information about payment processors and how to set them up.

Now that you have all the required setup done, you can add any line items to your orders as normal.

Use the checkboxes to select all of the line items you want the customer to pay for during order approval. In the bulk actions dropdown, click the Require Pre-Payment option, and in the popup, choose Yes. This will set the selected line items to require payment upon order approval.

Any line items that require pre-payment will be displayed on the order highlighted in yellow.

When the customer goes to approve their order via the client center, they will see an additional Pay tab during the approval process. In this step, the customer must enter a valid payment method.

When they approve the order, the system will generate an invoice for the line items that required pre-payment, and the payment will automatically be processed.

Any line items on the order that were not marked to require pre-payment will still need to go through the normal invoicing and payment process.