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.

Step 1: Create Quotation or Sales Order

First, create your Quote or Sales Order.

Step 2: Choose Payment Method

Prior to sending the quotation to the customer, you can select the expected payment method; either 'On Account' or by 'Stripe'.

Please note: there's also an option to set a default payment method for all Quotes and Sales Orders. To find this system option, simply search for 'Default Expected Quote Payment Method' within the System Settings.

Step 3: Sending Quote to Customer

Next, send the Quote to the customer for authorisation through the Customer Portal, and they'll be prompted for payment before the order is approved.

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