What the customer sees

The pay page

The customer opens the pay link from the quote email or from a link you pasted. No sign-in is needed. The page header carries your logo (or the initial of your provider name, set under Customer emails in settings) and shows Q-2026-003 for Customer name, the deal's status badge and a Download agreement button, which becomes Executed agreement after acceptance.

Two banners can appear above it:

• An amber Preview banner when you open the page yourself from the room. Actions are disabled, and a draft is shown as it will look once sent.
• A red Test mode banner when your business has not yet been verified by BlueHill. The page tells the customer not to send money or card details. Complete business verification in your organization settings to remove it.

Your quote

The Your quote card lists every line with its name, One-time or cadence badge, quantity and unit price, and the line total. Discounted lines show the list price struck through when original prices are shown. Under the lines come the totals: Subtotal, Discount, One-time total, Recurring, then before acceptance One-time due at acceptance, First recurring payment, any Card service fee, Total due today and Then recurring. Your memo appears in a grey box at the bottom. When the agreement has a future start or an end date, tags such as Agreement starts Nov 1 appear under the title.

Payment schedule

The Payment schedule card lists every invoice with a paid tick or a pending clock, its memo or reference, when it is due or was paid, the amount, its status and a View link to the hosted invoice. A Recurring subscription row says whether the subscription is Proposed or Active, when it starts, its billing rule, and whether autopay is on. Upcoming lists the next billing dates and explains that each becomes an invoice emailed with a payment link, or charged to the saved method when autopay is on.

Documents

The Documents card lists the files you attached. Reference files have a download icon. A file marked Requires signature has a Sign button; the customer types their full name and clicks Sign, and the file shows Signed date on both sides.

Accept the quote

Before acceptance, the right column holds the Accept your quote panel. Its subtitle tells the customer what the button will do: Sign and pay in one step, Sign and save your payment method or Sign below to accept. A large amount is labelled Due on acceptance or Quote total, with a line explaining what it includes.

The customer fills in:

1. Your full name and Job title (both required) and their Email.
2. Payment, when something is due now or your policy asks for a method, and your business is set up to take online payments: Card (card number, expiry Month and Year, ZIP) or Bank (ACH) (routing and account number). When nothing is due the box says Nothing is charged today — the method is kept on file for upcoming invoices. With Method at acceptance set to Optional, the box is collapsed behind + Add a payment method (optional). Until payments are set up, the panel simply says Sign below to accept and the button reads Accept quote.
3. The terms checkbox, I have read and agree to the Terms of Service and Privacy Policy, when you have set legal links.
4. A Signature, typed or drawn, when a signature is required.

Consent text above the button explains that their typed name or signature, the time and their IP address are recorded. The button reads Accept & pay $X, Accept & save payment method or Accept quote depending on the setup. When Accept without paying is allowed and an amount is due, an Accept without paying now link lets them accept and pay later.

Accepting moves the room to Accepted, issues the invoices, emails the Quote accepted confirmation, and, when they paid, shows Payment received — a receipt is on its way to your inbox. A prospect is converted to a customer at this point.

If Online acceptance is off, the customer sees Review your quote and is told your contact will finalize acceptance with them directly.

Pay an invoice

After acceptance the right column changes:

• Amount due shows the open invoice (or a dropdown when several are open), the payment method fields or the method on file, the terms checkbox if needed, and a Pay $X button. Save this method for future invoices is ticked by default. When autopay is on, the panel says so and the customer cannot change it.
• You're all caught up appears when nothing is due. With autopay it adds that new invoices are charged automatically.
• Almost there appears while a required document is still unsigned; the first invoice is issued once they sign.
• Payments are handled offline appears when Online payment is off.

A card service fee, shown as its own line, may be added when the customer pays by card.

The hosted invoice

Each invoice has its own page, reached from the View links on the pay page, from the invoice emails, or from Copy customer link on the invoice in BlueHill. It shows your branding, Invoice INV-0042 for Customer, Download PDF and, while unpaid, Pay this invoice, which goes to the pay link. The document lists who it is billed to, the deal, the status and due date, the line items, Subtotal, Tax, Late fee, Total, Amount paid and Amount due, then the memo. Once paid, the page becomes Receipt INV-0042 with a green PAID stamp, the payment date and the method used.

Emails the customer receives

Email	When
Quote sent	You send or resend the quote.
Quote accepted (confirmation)	The customer accepts on the pay link.
Executed agreement	You send the executed agreement PDF.
New invoice	An invoice is posted with Auto-post (email), or you email an invoice by hand.
Invoice reminder (due soon)	The automatic reminder before the due date, or Send reminder now.
Invoice past due	The repeating reminder while an invoice is overdue.
Payment receipt	A payment is received.
Automatic payment failed	An autopay charge did not go through.

The wording and branding of every email is yours to change. See Customer emails.

When the link does not work

An archived room, a rotated link or an expired link all show This link isn't available with the advice to ask their contact for a fresh one. A draft that has never been sent shows the same page to the customer; only your preview can open it. Links never expire unless you set Links expire after in settings.

Next: Invoices and payments.