Can I enable Payments for Documents by Default?

You can enable payment by default for the documents in the account.

As a pre-requisite, you need to have a Payment gateway integration set up for your Grow account. The option allows you to standardise your payment preference across all the quotes sent from Zomentum. 

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You would have to go to Settings> My preference. Scroll down to Default Payment Preference.

• Enable the toggle to add the default payment settings to all the documents.
  
  

• Grand Total of the Amount:
  
  

• A certain percentage of the grand total:
  
• Custom Amount:
  
  
• Make payment optional:

Please note that the payment is set to On by Default only if the document has a signature block when the document is created. That is, the document has to be created from a template which has a signature block from the customer. If a document is created from scratch, the payment option must be toggled on the Document itself.

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