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 | Sets a disabled, fixed-amount, or percentage-based deposit default. |
| Cash/check instructions | Controls whether cash or check instructions appear in payment requests. |
| Payment links | Adds HTTPS payment options with user-facing labels. |
Default deposits initialize payment behavior when a project is sold. Project Payment Progress then 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.
Related Pages
- Account settings guide:
/docs/guide/account-settings - Projects guide:
/docs/guide/projects-estimates-invoices - Invoice and payment product page:
/paint-estimate-app/payments