Managing Payments for Multiple Proposals Sent to a Client
When sending multiple proposals to a client, it’s important to understand how the approval and payment process works to ensure smooth transactions. Below, we outline the key considerations and steps to manage payments for multiple proposals effectively.
Overview of Proposal Approval and Payment Process
In ArcSite, only one proposal can be approved and paid when multiple proposals are sent together. This is because the system allows payment collection only for the proposal that has been explicitly approved by the client. Unapproved proposals remain inactive and cannot be paid.
Limitations of Sending Multiple Proposals Together
When multiple proposals are sent as a group:
Only one proposal can be approved by the client.
Payment can only be made on the approved proposal.
The system will not request payment for any unapproved proposals, even after the approved proposal is fully paid.
Steps to Enable Payment for Multiple Proposals
To ensure that payments can be collected for multiple proposals, follow these steps:
Send Proposals Separately: Each proposal must be sent individually to allow for separate approvals.
Obtain Client Approval: Ensure the client approves each proposal individually.
Collect Payment: Once a proposal is approved, payment can be collected for that specific proposal.
Common Questions and Answers
Why can a client only make a payment on one proposal when multiple proposals are sent together?
When multiple proposals are sent together, only one can be approved. Payment is restricted to the approved proposal. To enable payment for multiple options, send each proposal separately.
How can I collect payment for a second proposal if the client already approved and paid one of the proposals sent together?
Create and send a separate proposal for the second option. Once the client approves it, payment can be collected for that proposal.
Will the system request payment on the other proposal after the approved proposal is fully paid?
No, the system will not request payment for an unapproved proposal. To enable payment collection, send the proposal separately and have it approved first. By following these guidelines, you can ensure that payments for multiple proposals are managed efficiently and without confusion.