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Payments and Refunds

  • Taking Payment or Deposit on a Proposal

    First, find the proposal you want to apply a payment to under Proposals in your dashboard, and click Manage. After getting in to the proposal, scroll down to the very bottom of the page and click Add ...

  • How Do I Print Receipts From Proposals?

    With BloomsBy proposals, you can print receipts for individual payments, or for all payments that have been applied to a proposal. Printing One Receipt First, select the proposal you wish to print the...

  • How Do I Add Payment to a Proposal?

    In the BloomsBy dashboard, navigate to Proposal and click the proposal you want to apply the payment to. Click Add Payment, choose the payment method and put the charge you want to add....

  • How Do I Create a Refund on a Proposal?

    To issue a refund on a payment taken on your proposal, navigate to Proposals in your dashboard. Choose the proposal you want to refund a payment on, click Actions, then choose Refund....

  • How Can I Email a Receipt on a Proposal?

    With the BloomsBy proposals, you can email receipts based on each payment or you can print out receipts based on all the payments that have been applied to a proposal. Emailing a Receipt for One Payme...