ArcSite allows for different payment options allowing you to create deposits, payment schedules, and financing on enterprise accounts with the Wisetack integration.
- Understand preferred deposit rate/deposit required.
- Set custom payment schedules if desired.
ArcSite allows suggested or required deposits, allows to create a payment schedule (for example 1/2 on deposit, 1/2 on completion. Additionally you can make the desired payment schedule the preselected option on each job, and allow for customizable payment terms that field sales can fill out when creating a proposal, estimate/takeoff.
Steps or key points:
- Set deposit rate. You can select a preferred deposit rate, require a deposit, and do both a preferred rate and a requirement.
- Create payment options if desired, normally deposit as fraction or percentage, and due on completion.
- Lastly you can allow for customizable options which will allow people to adjust final pricing in the field.
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