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Let the document carry the detail
A proposal may need scope, deliverables, responsibilities and commercial terms that do not belong in a short payment description. Tap Tap Go's document-sharing capability can help make that material accessible in an appropriate professional context. The payment link then serves as a route for an agreed financial step, subject to its actual provider arrangement. The two features work together when the recipient can see which version of the proposal the payment relates to.
Keep the relationship between records visible
Use a consistent project reference in the appropriate places and review link destinations when the proposal changes. Do not assume opening a document means the client accepted it or that clicking a payment link establishes completed payment. Those are separate events to verify through suitable processes. A well-sequenced experience gives the client fewer places to search while preserving the distinctions that matter to the agreement, fulfilment and later reconciliation of the work.
Hypothetical worked scene
In a hypothetical architecture engagement, the client reads a proposal shared through the professional profile. Once the parties agree the first milestone, the practice supplies the appropriate payment route with a matching project reference. The document explains the work, while the separate financial process establishes the payment status and corresponding record.
Make it practical.
Use this checklist as you read. Checks are not stored.Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
