This chapter covers the integrated tools within Close Master's Payments section, which are crucial for handling financial aspects and contractual agreements in your real estate agency. While Close Master isn't a full accounting system, it provides essential features for tasks like creating commission invoices, sending service agreements or offers for electronic signature, tracking payments received (if applicable), and managing related products or subscriptions (if you sell training or other services). Access these features by clicking the Payments icon (often a credit card or dollar sign) in the left-hand menu.
Sections in this Chapter:
- 14.1 Payments Overview & Gateway Connection (Setup by `The Close Agency`)
- 14.2 Creating Products (Services, Training Fees - If Applicable)
- 14.3 Invoices & Estimates (Commission Invoices, Service Bills)
- 14.4 Specific Invoice Features (Tips, Payment Plans, Partial Payments, Setup Fees, ACH)
- 14.5 Documents & Contracts (E-Signatures for Listing Agreements, Offers, Lease Agreements)
- 14.6 Managing Orders, Subscriptions & Transactions (Tracking Payments Received)
- 14.7 Payment Links & Coupons (Quick Payments for Services)
- 14.8 Ecommerce Related Settings (Less Relevant for Core RE - Shipping, Taxes, Receipts Config)
- 14.9 Request Payment / Text2Pay Feature (Quick Collection)