What can I create with Payments, Documents & Proposals?

Proposals, estimates, invoices, receipts, consent forms, and shop policies—all tied to the client record and bookings.

Do you support e-signature on proposals and forms?

Yes. Clients can sign on any device; signatures include timestamps and signer identity for audit.

Can I request deposits and partial payments?

Yes. Require a deposit on acceptance and collect additional partial payments or the remaining balance later.

How are taxes, fees, and discounts handled?

Apply taxes and fees globally or per line item. Add percentage or fixed discounts and show clear totals.

Do clients receive invoices and receipts automatically?

Yes. When payments are made, clients receive receipts and the invoice status updates automatically.

Can I attach reference images and files?

Absolutely. Add reference photos, IDs, and consent documents; everything stays linked to the client record.

Will proposal and payment events trigger automations?

Yes. On signed or paid, you can launch workflows to send aftercare, schedule reminders, or request reviews.

Does this integrate with Booking and the CRM?

Quotes, deposits, invoices, and receipts sync to the client record and booking timeline for full visibility.

Is there a templates library?

Yes. Save reusable templates with your branding, pricing blocks, terms, and signatures to move faster.

How are permissions and privacy managed?

Access is controlled by role with audit logs. Only authorized staff can create or modify documents and payments.

Is this included in every plan?

Core functionality is included on select plans; advanced features like partials, e-signature templates, and automation triggers are available on premium tiers.

How fast can we get started?

Most studios create a proposal template, connect payments, and start collecting deposits in minutes.

Payments, Documents, and Proposals

Payments, Documents & Proposals

Get Signed. Get Protected. Get Money.

No more chasing deposits, lost waivers, or ghosted quotes. Tattoo Client puts payments, documents, and proposals in one secure place — so you can lock in clients, protect your time, and keep the cash you’ve earned.

The Headache That’s Killing Your Time & Money

Signed. Stored. Paid. Protected.
That’s Tattoo Client.

Time & Money Killers

Chargebacks draining your revenue because you can’t prove what was agreed.
No-shows tanking your day because deposits are a pain to collect.
Paper waivers & consent forms that get lost, stained, or forgotten.
Quotes sitting in inbox purgatory while clients “think about it.”
Clients ghosting after asking for a price — no follow-up, no booking.

What You Get with Payments, Documents & Proposals Features

Easy Deposits & Payments

Request, process, and confirm payments via card, ACH, or in-person POS.

Digital Waivers & Consent Forms

Mobile-friendly, legally binding, signed from any device.

Custom-Branded Proposals & Quotes

Look pro, get approved faster, and include a “Pay Now” button.

Auto Follow-Ups

Remind clients about unsigned proposals or unpaid deposits without lifting a finger.

Client Profile Storage

All signed docs, payment history, and notes tied to the client forever.

Secure Payment Links

No sketchy apps or random money requests.

Prebuilt Templates

Get started with waivers, proposals, and receipts that are ready to send.

Why Security Matters

(and How We’ve Got You Covered)

Bank-Level Encryption

Every payment and document is protected like it’s sitting in a vault.

PCI-Compliant Processing

We meet industry standards for secure transactions.

Timestamped Records

Proof of when and how every document was signed or payment made.

Chargeback Protection

With signed waivers, digital proposals, and a complete transaction trail, you’ve got the evidence to fight disputes and keep your money.

Client Trust Factor

Secure, branded forms make you look pro and protect their personal info.

Lock it in before they change their mind— and protect yourself every step of the way.

The Painful Truth… Backed by Numbers

0 %

Average no-show rate for appointments without a deposit system.

0 %

Of clients are more likely to book if they can pay instantly online.

0 %

Of small businesses lose revenue from missing or misplaced paperwork.

0 %

Of service-based businesses experience chargebacks they could have prevented with signed digital agreements.

F.A.Q

Q: How does going fully digital protect me from chargebacks?

A: Chargebacks are easier to fight when you have proof. Tattoo Client stores signed waivers, detailed proposals, payment receipts, and timestamps for every interaction. This documented trail shows exactly what was agreed upon, making it far harder for clients to dispute charges.

Q: Can I take deposits online?

A: Yes — send a secure link for clients to pay deposits instantly by card or ACH, locking in their spot.

Q: Are digital waivers legally binding?

A: Yes — our forms use e-signature technology recognized in court, giving you enforceable proof.

Q: Can I store ID photos with my waivers?

A: Absolutely — attach them to the client’s profile along with signed forms for extra verification.

Q: Does this work for piercers too?

A: 100%. Piercers can take deposits, store jewelry release forms, and send quick quotes, all with built-in security.

Q: Can I send a quote and take payment in one step?

A: Yes — our proposals include a “Pay Now” button so clients can approve and pay instantly without delay.

Q: Do you have prebuilt templates for waivers and proposals?

A: Yes — start with our ready-to-use templates or customize your own for your style and services.

Q: Is my client’s personal and payment data safe?

A: All payments and documents use bank-grade encryption, PCI-compliant processing, and secure storage for total peace of mind.