Quotes and Card Payments

From Check To Quote

A quote starts from the work a check has already surfaced. Parts marked for invoice review and defects needing remedial action become quote lines, so the quote reflects what the engineer actually found.

• Quote drafts live on the check detail page, with a customer summary and line items.
• Manifold Assist can draft the quote wording and follow-up replies; you review and edit before anything is sent.
• Send the quote and manage the follow-up thread from the same place, so the conversation stays with the job.

Client Decisions In The Portal

• Clients with portal access can accept or decline a quote from their portal view.
• Decisions are recorded against the quote, so the office sees the outcome without chasing.
• An accepted quote can create the follow-on job in one step, keeping remedial work on the books.

Taking Card Payment

With payments set up, you can request a deposit, a balance, or payment in full against a quote. The customer gets a branded email with a secure Pay now link, and the payment is reconciled automatically when it completes.

• Connect your own Stripe account under Settings, then Integrations. Your business is the merchant of record: money lands in your Stripe account and payouts and disputes are yours.
• Each request records a pending payment against the quote and emails the customer a Pay now link.
• When the customer pays, Manifold marks the payment as paid automatically. The customer sees a confirmation page; if they cancel, nothing is recorded as paid.
• Card payments are included from the Growth plan (and during trial), and the deployment must have online payments configured.