Introducing proposal payments! (This feature is final beta testing with a small test group. At the conclusion of this period this feature will be available. We are aiming for an early January 2017 release for everyone.)

Now you can add payments directly on a proposal. You can view the payment on the proposal itself, in your sales report, and on the house account of the customer.

You can also email or print receipts. If multiple payments are included on one emailed receipt, it will add an entry to the Payment information block for each payment. If multiple payments are included when printing a receipt, the system will print a separate receipt for each payment.

This feature is currently only available for beta testers to test and provide feedback. It will be more widely released soon. If you'd like to become a beta tester please contact us at Not all beta testers will be selected to test all new features.