Payments & Refunds

Modified on Thu, 28 Sep 2023 at 12:45 PM


Taking Payment on a Proposal

First, find the proposal you want to apply a payment to under Proposals in your Floranext dashboard, and click View.

After getting into the proposal, scroll down to the very bottom of the page and click Add Payment. Choose the payment method, enter the amount and click Done.

Adding a Payment Schedule

This payment menu can also be used to add an initial payment or payment schedule to a proposal.

The proposal will track the amount paid toward the final bill and the amount remaining. In this way you can add a nonrefundable deposit as a "credit" toward the final bill.

How to Create a Refund

To issue a refund for a payment taken on your proposal, navigate to Proposals in your Floranext dashboard and click View on the proposal you wish to create the refund for.

Next choose the payment you want to apply a refund for, click Actions, then choose Refund.

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