In the following video we discuss using the "Send for Payment" option in both quotes and orders to allow customers to pay online.
Using the "Send for Payment" Option in Quotes and Orders
Key Steps
Quotes:
Locate the quote that needs to be sent for payment.
Click on the "Send for Payment" option at the bottom of the quote.
Customize the email subject and body if needed.
Send the payment link to the customer.
Customer receives an email with a payment link.
Customer makes the payment, which automatically converts the quote into an order.
Ensure that merchant services are turned on the website for the transaction to complete.
Orders:
Find the order that requires payment.
Click on the "Send for Payment" option.
Customize the email if necessary.
Send the payment link to the customer.
Customer receives an email with a payment link.
Customer pays the balance of the order.
The payment registers, but the order remains open for further processing.
Cautionary Notes
Ensure that merchant services are enabled on the website for the transaction to be completed successfully.
The "Send for Payment" option does not close the order or generate an invoice automatically.
Remind customers to complete the payment process to convert the quote into an order.
Double-check the email content before sending it to customers.
Tips for Efficiency
Customize the email subject and body to provide clear instructions to the customer.
Communicate with the sales associate who sent the payment link to stay updated on order conversions.
Follow up on open orders after the payment has been made to proceed with further steps.
Monitor notifications for order conversions and payments to stay informed.
By following these steps, team members can effectively use the "Send for Payment" option in quotes and orders to streamline the payment process and improve customer experience.