Proposal payment details settings

When payments are enabled, you can collect payment details from your clients before they sign the proposals. With this, Cone will have an approved payment method on file that can be used for seamless billing when you want to automatically charge your client

Collecting payment details can be configured at your account level or at client level. When configured at account level, this setting will be inherited for all the clients. You can override it at a client level if you want to collect payment details only for specific clients

To manage at the account level, you can do this by going to Settings -> Billing . Here, you will find options Default payment options under Client experience

If you want to collect payment details from clients before they sign the proposal, you can check Ask client payment details before accepting proposal box

You can also manage payment details collection at a client level. It's available under Default payment options in Settings under a client's workspace