If you are using Practice Ignition Payments, this step allows you to collect payment details from your clients when they accept your proposal.
Note: If you need help switching on payments in your Practice Ignition account, please see this article.
Customizing payment settings while drafting a new proposal
You can choose to allow or disallow a particular payment method by enabling/disabling them on this step by using the toggles.
Disabling both credit card and direct debit/ACH will disable payments entirely on the proposal.
Keep in mind if you make changes to this proposal, it will only affect this proposal and will not affect other proposals you have created. Nor will it affect your default Payment Policy settings.
Pro-Tip: We strongly suggest using the require payment feature. This ensures your client cannot accept the proposal unless they provide their payment information. This guarantees you'll get paid for all invoices triggered by Practice Ignition!
Once you are ready, continue on to the Terms step.