Why Use:

  1. You take deposits and/or have specific required deposit amounts
  2. You allow for one or more payment options like ( 1/2 and 1/2, 1/3rds, etc.)

Creating Deposit and Payment Options 

  1. Log in, using an Administrator account, to the Payment Options screen on the ArcSite User Site
  2. Click the Pencil icon in the center of the screen
  3. Define Deposit by toggling on option and typing in preferred deposit rate. Note end user can choose this preferred or overwrite it
  4. Define Payment Options by tapping on Add Payment Options button
  5. Choose a Ratio of Percentage or Fraction 

Main Deposit and Payment Options screen already filled in 


Deposit and Payment Options already filled in

Add Payment Option dialog already filled in 

Using the Deposit and Payment Options features in the app

  1. Within a drawing, tap on the first icon on the top right toolbar
  2. Tap on Takeoff & Estimate
  3. Tap on the Payment tab
  4. Toggle on the overall option
  5. Make choices 

Payment tab selected and Payment Options feature toggled off

All Deposit and Payment Option Displayed

Deposit and Payment Option Displayed in Proposal Output 

 

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