CPACharge Payment Gateway Integration

Connect your CPACharge account and start accepting payment from your clients as they sign your proposals or engagement letters or quotes.

Let's look at how to connect your CPACharge account with your Fresh Proposals.

Click on the button to authenticate and connect your CPACharge account.

You will be redirected to your CPACharge account to authorize Fresh Proposals application. Click on Authorize button.

You will see a popup message that confirms that CPACharge account is successfully connected.

You will be able to set default Merchant account and eCheck account as shown below and also set default percentage fee to collect as advance payment from clients.

Set Payment gateway option in Proposal Summary

Collecting Client Payment using CPACharge Integration

1. Card Payment Option

2. eCheck Payment Option

eCheck - Payment Processing time

Please note, amount processed via eCheck payment option takes few days as specified in the CPACharge terms of service.

Payment Confirmation Emails

Client will receive email when payment is processed successfully. As a proposer/ service provider, you will also receive email confirming status of the payment initiated by the client.

Recurring Payment

Fresh Proposals software allows you to include recurring fees such as weekly, monthly, quarterly or yearly fee in your proposals, quotations or engagement letters.

If your account has recurring payment option enabled, and client confirm to pay, you will start receiving recurring payment on the specified days.