This user would like to be able to process the payment of deposits directly on his Roofgraf proposals.
Some notes from Max:
The roofer would like to provide his clients with payment receipts. He would also like to track the payments from the Job Details page. There should be a section entitled "Payments" with the total amount, and amount paid and a bar that shows the amount paid vs amount remaining to be paid. He should be able to log payments (much like we log notes now) and these should update the bar at the top of this section. Each time he logs a payment, he should be able to download / send a receipt to his client detailing the amount paid, date, total cost of job, total remaining to be paid. Once the total cost of the job is logged in payments, the Job status update automatically to Paid.
To have the ability to have a payment integration in the Final Proposal, for an e.g. Paypal link in final proposal so that customers can pay right away after signing proposal.