What the client sees in the bank transfer tab

When a booking deposit is due, the acceptance modal includes a Bank payment option. The panel displays the account name, BSB, account number, and a quote reference the client can include with the transfer.

The same panel keeps the acceptance and payment steps together, so the client can review payment instructions and complete the signature in one place before confirming.

• Deposit amount due now for the quote.
• Account name used for incoming transfer payments.
• BSB and account number for the transfer.
• Reference format linked to the quote number.

Completing bank transfer deposit confirmation

1. Open the proposal and choose Accept Proposal.
2. Select the Bank tab in the payment options.
3. Ask the client to check the transfer details shown in the panel.
4. Enter the client full name in the digital signature field.
5. Select Confirm Bank Deposit to submit acceptance.

After submission, the proposal moves into accepted status and the deposit is recorded for follow-up confirmation by your team.

What Fencify records after bank deposit confirmation

The bank transfer path records an accepted proposal with a pending deposit context, so operations and accounts teams can continue from a single commercial record.

• Quote acceptance is saved with the client signature note.
• The accepted quote proceeds into project conversion.
• Deposit records are prepared for payment schedule and invoice follow-up.
• Internal notifications can point the team to the next payment action.

Follow-up checks for your office team

Use a quick post-acceptance check so the transfer is reconciled cleanly with the project and payment records.

• Confirm the project record is available from the accepted proposal.
• Match incoming transfer receipts to the proposal reference.
• Update payment confirmation promptly once funds clear.
• Keep invoice and payment schedule entries aligned with the confirmed deposit.