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Payment Options
Payment Options
Updated over a week ago

From the Advanced Setting > Payment Options screen on the ArcSite User Site, you can set different payment options allowing you to create deposits and payment schedules.


  • Understand the preferred deposit rate/deposit required.

  • Set custom payment schedules if desired.



ArcSite allows suggested or required deposits and allows the creation of a payment schedule (for example 1/2 on deposit, 1/2 on completion. Additionally, you can make the desired payment schedule the preselected option on each job, and allow for customizable payment terms that field sales can fill out when creating a proposal, estimate/takeoff.

Steps or key points:

  1. Set deposit rate. You can select a preferred deposit rate, require a deposit, and do both a preferred rate and a requirement.

  2. Create payment options if desired, normally deposit as fraction or percentage, and due on completion.

  3. Lastly, you can allow for customizable options which will allow people to adjust final pricing in the field.

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