Changes Required By the Portal
There a couple of changes that the portal will require that you be aware of.
1 - Proposal Terms
This is not a biggie, but you'll need to add your proposal terms to DesignSmart as a PDF. When clients approve a proposal, they'll have the option to view your proposal terms, and for that to work, your terms will need to be in PDF form.
We will help you set up the portal and assist with this step, but we wanted to bring this to your attention since many DesignSmart clients are accustomed to seeing their terms at the end of the proposal, and this will be a slight change.
2 - PaySmart
PaySmart is our online payment module. While your firm does not need to sign up for PaySmart to use the Client Portal, it makes sense to do so. With PaySmart, your clients can pay deposits and invoices directly within the Portal, making the process very convenient for them.
In 2024, we modified PaySmart to integrate with Stripe, one of the top three merchant account providers, alongside Square and PayPal. We selected Stripe because it offers the best interfaces for software developers and has reasonable processing fees. Please contact us to learn more about PaySmart.
Let your clients pay the credit card fees
With PaySmart, if your client opts to pay with a credit card, then they will pay the credit card fee not your firm. Stripe will deposit the full invoice amount into your account.