Sending online payment requests with quotes

To request online payments from a customer accepting a quote, go to the payments tab of your quote and create an online payment as shown below; 

Note: The method "Online Payment" will only appear in the drop down menu once the Payment Gateway has been correctly configured.

The reference field will be shown to the customer when making the online payment. It is important the reference field correctly identifies what the payment is for.

When you save the payment it will be listed in the payment details table. You can then send the quote to your customer using the Accept Quote link in your email template.

When the customer accepts the quote online, a pop-up window will appear requesting credit card details for the payment as shown below; 

Once the payment has been made by the customer, the Payment Status in the payments tab of the quote will move to Paid.


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