There are a number of ways to tell if payments are enabled on a proposal. This article shows you all the different ways to see if payment collection is enabled on a specific proposal or your full list of proposals.

Identifying payment-enabled proposals in the main proposal screen

The first indicator is before you click through to your proposal. If you see a credit card icon next to the proposal number and name in the main proposals tab, payment collection is enabled:

PI Pro-tip: If you see the following icon next to your proposal

you have enabled continuous recurring billing. This mean recurring invoices and payments will continue to generate and collect past the proposal end date.

Using proposal filters to see all payment-enabled proposals

In the same screen you can also use the proposal filters to narrow down to only see proposals with payment collection enabled. First, you can optionally filter by status (for example, click on active to see only active proposals):

Next, you can click on Add Filter, found in the centre at the top of the proposal list. Once you open up the filter drawer, choose the payment filter and select how you'd like to filter:

Once you've selected your filter criteria, hit apply filter. As an example, if you choose Payments Enabled - Credit Card, the results will only show proposals that are collecting payments from credit cards. The Filter query will populate in the search bar, which allows you to save your filter for fast searches the next time you want to run the same search:

Identifying payment collections from the Invoices & Payments tab of a specific proposal

If you click into a specific proposal, you'll be presented with a number of tabs. Navigate to the Invoices & Payments tab. In the screenshot below, you can see that payments are enabled in this proposal, as a payment method is displayed in the right-hand column. We can also see in the list of invoices that payments have been collected, are currently in collection, or scheduled to collect on a future date.

Now let's compare the Invoices & Payments tab when payments are disabled on a proposal:

At any point you can enable payments on an active proposal, disable payments and schedule collections on invoices that have already been generated

If you have any questions, start a support conversation or email [email protected]

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