If you utilize eSign when sending proposals and change order reports to your clients, you have the option to receive payments along with the signed contracts.

To apply for a merchant account to use Jetpay, go to Settings>Jetpay, and click the blue button that says "Apply to Jetpay".

A window will pop up where you can enter your information, attach a photo of your drivers license, and sign to submit your application. Once your application has been approved, you will receive a notification email.

The Payarc (the underwriter for the merchant account) processing rates are 0.8% for ACH transfers and 2.99% for all major credit cards.

Once your merchant account has been approved, you can enable Jetpay and set your preferred default settings under Settings>Jetpay.

These options can be changed on a per project basis, but will default to your selected setting.

No Payment Option - Client can still utilize eSign, but cannot submit payments

Credit Card Payment Optional - Client can use eSign and can choose to pay now

Credit Card Payment Required - Client will be required to pay in order to use eSign

Please note: if you deselect the "Enable Jetpay" checkbox, your merchant account will still be active, but Jetpay will not be available within your Jetbuilt account.

Once you have defined your preferred settings, you can send a proposal to your client with eSign and Jetpay enabled.

If eSign/Jetpay is not enabled by default, clicking the checkbox for "Offer eSign/Jetpay" will open a window where you can select the payment options and payment amount (either the full project total or a custom amount for a deposit), and click "Submit".

Then click "Send to Client" to send your client the proposal.

Once your client receives the proposal, they can then sign it and enter their payment information, and you'll receive a notification of the completed proposal.

We hope this helps! Please reach out to us in Support Chat with any questions!