TABLE OF CONTENTS

• Taking Payment on a Proposal
• Adding a Deposit on  a Proposal
• How to add a refund

If you are on the Floranext Platform 1.0, please refer to this article.

Taking Payment on A Proposal

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

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.

Custom Payment methods can be added by navigating to System>Payment Payment Methods>Add Payment Method> Add Record.

Adding a Deposit on A Proposal

This payment menu can also be used to add an initial payment or deposit on 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 on a payment taken on your proposal, navigate to Proposals in your Floranext dashboard.

Choose the payment you want to refund payment on, click Actions, then choose Refund.