How to Use Direct Payments in Mobile Estimates in Sparkforge

Direct Payments lets a customer pay the instant they accept an estimate from the Sparkforge mobile app. The estimate redirects to its matching invoice, so there is no second message and no waiting for a follow-up.

Requirements

• Sparkforge mobile app version 3.91 or later.
• An active subaccount with access to Payments > Estimates.
• A connected payment gateway on the subaccount.

Enable Direct Payments on an estimate

1. Open the Sparkforge mobile app and select your subaccount.
2. Tap the navigation drawer and choose Estimates.
3. Create a new estimate or open an existing draft.
4. Fill in the estimate name, number, issue and expiry dates, contact, and line items.
5. Tap Review.
6. Scroll to the Payment Settings section and toggle on Enable Direct Payments.
7. Send the estimate by SMS, email, or both.

What the customer sees

When the recipient accepts the estimate, the device redirects them straight to the linked invoice. They complete payment online without a second handoff.

If a payment fails

You can record the payment manually instead of asking the customer to retry online.

1. Open the Invoices tab in the mobile app.
2. Find the invoice tied to the estimate.
3. Tap or swipe left to reveal Record Payment.
4. Choose Tap to Pay, Cash, Card, or manual entry.

Notes

• Direct Payments on estimates is mobile-only today. Desktop estimates do not expose the toggle.
• Whitelabel apps need the 3.91 build deployed before the option appears.