Payment Options Tutorial

Open the Dandylight app and navigate to the “Income & Expense” page of the app by selecting the dollar sign button on the bottom bar menu.

STEP 1

Select the “Settings” button in the top right corner to open up the settings page.

STEP 2

Select the “Payment Request Info” button from the menu to open the “Payment Options” page.

STEP 3

Toggle on all payment options that you offer to your clients. Each option will have instructions for what is needed. In this image, the “Venmo” option is toggled on. Simply paste your Venmo link from your Venmo account here.

STEP 4

Now lets check to make sure the newly added payment option is showing correctly to our clients. Navigate to an active job and select the “Share With Client” button.

STEP 5

Make sure that the “Invoice” option is selected. Then select the “Preview” button.

STEP 6

Navigate to the “Invoice” page by selecting the “$” icon on the bottom menu bar.

STEP 7

To view the payment options, select the “Pay Now” button.

STEP 8

If everything is setup correctly then you should see a page similar to this. For payment options that require a link, a button will be show. You can also select the “Pay Now” button to verify that the Venmo link you saved correctly takes you to a Venmo payment page.