See text and 2:32 second video below:
The engagement feature allows you to streamline all your engagements in one place, from proposal accepted to cash flow collected. It's completely automated and will save you a ton of time. Your customers will love it too. ย There is a video below too.
Here's the flow from your BizPayO dashboard:
Create engagement
Select your customer
Set payments (upfront/recurring/at end)
Add your engagement or proposal agreement
Send
Your customers will digitally accept and pay, if you are requesting money. All engagements stored permanently, including IP address, for your future reference.
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All engagement payments will now run on autopilot including upfront, recurring or at completion. Should something change after you are engaged, you can easily modify a scheduled future payment or initiate a different amount.
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โPro Tip: See here for some sample language that you can use when creating your first Engagements to ensure a smooth customer acceptance.