Prerequisites

For anyone taking card payments, this feature (combined with other Quote-to-Order features like the Customer Portal) will increase the efficiency of your Quote-to-Order Workflow!

Plus, your customers will benefit from an enhanced and seamless experience - being able to enter card details online is much more secure, and less of an interruption than a phone call chasing for card details.

So, once Stripe integration has been configured, you'll be able to specify Stripe as the expected payment method on a Quote, so you can then take card payments for orders within the CRM! There's even an option to default this if you expect all or most Quotes to be paid by card.

After that, send the Quote to the customer for authorisation through the Customer Portal, and they will be prompted for payment before the order is approved.

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