If you're requiring upfront payments before a contract is finalized, MediaOS makes it easy to collect secure, seamless down payments as part of your contract workflow. Once a payment processor is connected to your account, you can build a payment plan that includes a designated down payment—ensuring the first installment is collected before work begins.
Why Collect Down Payments? #
If you require upfront payment before kicking off work, MediaOS makes it easy to collect a secure, seamless down payment as part of your contract workflow. When paired with a connected payment processor and payment plan, this feature ensures that your first installment is paid before any campaign activity begins. It’s an effective way to secure revenue and streamline the handoff between sales and billing.
Setting Up the Payment Plan #
To begin, navigate to Sales from the left-hand menu and click the contract number you’d like to configure. In the contract panel, scroll to the Payment Plan section and select Add Payment Plan. Enter the Start Date and the total Number of Payments, then click Create to build the plan.
This setup allows MediaOS to automatically calculate installments and prepare the contract for payment tracking.
Adding a Down Payment #
Once your payment plan is created, scroll back to the top of the contract and click Edit. On the contract editing screen, go to the Billing tab.
In the Down Payment section, enter the amount you want to collect as the first payment. This amount will be required before the client can complete the contract signature process. Once you're done, click Close to save your changes and exit the editor.
Requiring Payment with Signature #
To finalize the flow, return to the contract panel and click Email, then choose Signature Request. Compose your message to the client and send it off.
When the client opens the proposal, they’ll be prompted to pay the down payment as part of the signature process. This ensures the contract isn't accepted or finalized without receiving the initial payment.
Note: Any payment collected on the contract is automatically applied toward the payment plan. For a smooth experience, set your down payment amount to match the first installment in the payment plan.
