Payments options
Need Answer
On the alert email for quotes that I send to clients, it only says "please click link below to view your quote". How can I add payment instructions, and other info to this email?
The same question
You can't. That have to be in a contract status to make payment. So send them the contract email after putting their lead in the contract status.
You can't. That have to be in a contract status to make payment. So send them the contract email after putting their lead in the contract status.
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