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.

You can set % of the proposal value you can request your client to pay while signing the proposal.

Collect % of Non-recurring value in Proposal Creation Wizard

The default options is, you can accept % of non-recurring Fee in a proposal (versus total proposal value) using Stripe payment integration. Previously proposer could set percentage of the proposal value to collect as advance, while it still works for a set of users, to enable the businesses who wanted to charge just a percentage of set up fee and charge monthly recurring payment separately, neither they wanted to charge client % of entire proposal value as advance payment, you have an options for CPACharge connected accounts to collect percentage of non-recurring fee as advance payment.

Non-recurring fees are of type Fixed fee, unit-quantity fee. And Recurring fee type are Weekly, Monthly, Quarterly and Yearly.

Hourly fee can not be billed literally on hourly basis using Stripe (i.e. most payment gateways do not support Hourly billing as yet) hence hourly fee is considered as good as unit-quantity and clubbed as non-recurring fee.

In this example, you will see client will be billed % of non-recurring fee as advance fee and s/he will not be billed for the recurring fee to collect advance payment.

You will see the default CPACharge payment option in the proposal creation wizard as shown below.

To charge only % of Non-recurring (such as Fixed fee, unit-quantity fee items, hourly fee items), you can select eh Fixed fee option as shown below.

If you want to charge your client % of non-recurring fee as well as First monthly fee as advance, you should select the third option as shown below.

Set Payment gateway option in Proposal Summary

Advance Payment Option in the Proposal Summary

If you are unable to set this option while creating proposal. No problem, you can set it up or change it in the proposal Summary page as shown below.

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.

Payment First Option

You have an option to make client pay proposal advance first, before signing the proposal. This option is available in the document editor as shown below

As well as in the document summary as shown below

If you enable the Payment First option, the document timeline also changes accordingly: 

Let's see how it will look for your client when they accept the proposal.

In case client accidentally dismisses or closes the payment window/ popup by mistake, s/he can still attempt to make the payment.

Once the payment is successful, you will receive the amount in your Stripe account and also see transaction details.