Payment Settings

Payment Settings define the organization-level defaults your payment request workflows use.

Settings

Setting	Purpose
Email receipts	Controls receipt behavior for recorded payments.
Default deposit	A fixed amount or percentage of the invoice total requested in the invoice email when a project is first sold. The send prompt lets you change it on any sale until the deposit is paid. Blank means no deposit.
Cash/check instructions	Controls whether cash or check instructions appear in payment requests.
Payment links	Adds HTTPS payment options with user-facing labels.

Project Payment Progress tracks requested, paid, refunded, and remaining amounts for each project.

Payment links are external payment options that open outside EstimateSync. They're configured with a label, an enabled state, and an HTTPS link.