[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
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brendanb
QuoteWerks Aficionado

Australia
58 Posts

Posted - 06/28/2016 :  20:21:10  Show Profile
Hi,

I have setup 2 options to take payment via QuoteValet.
Credit Card and Paypal.

Now. I have sent a customer a copy of the quote.

However I don't see the section on the preview which includes payment information.

Am I missing something?

When the customer has the quote, could they not check the acceptance box and also pay at the same time?

Or do I have to send the customer an order after they have accepted the quote?

MattPrestige
QuoteWerks Genius

United Kingdom
531 Posts

Posted - 06/29/2016 :  00:22:31  Show Profile  Visit MattPrestige's Homepage
quote:
Originally posted by brendanb

Hi,

I have setup 2 options to take payment via QuoteValet.
Credit Card and Paypal.

Now. I have sent a customer a copy of the quote.

However I don't see the section on the preview which includes payment information.

Am I missing something?

When the customer has the quote, could they not check the acceptance box and also pay at the same time?

Or do I have to send the customer an order after they have accepted the quote?


Payment Option is presented if the Deposit Amount on the Quote is greater than 0.00 only. Might that be the issue?

QuoteWerks MVP for 7 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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brendanb
QuoteWerks Aficionado

Australia
58 Posts

Posted - 06/29/2016 :  03:08:23  Show Profile
Thanks Matt,

That was the correct answer. Its just obvious to look in the bottom left hand corner, when there is a tab with payment information also

Regards
Brendan
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MattPrestige
QuoteWerks Genius

United Kingdom
531 Posts

Posted - 06/29/2016 :  05:04:31  Show Profile  Visit MattPrestige's Homepage
quote:
Originally posted by brendanb

Thanks Matt,

That was the correct answer. Its just obvious to look in the bottom left hand corner, when there is a tab with payment information also

Regards
Brendan

haha, it's one of those things that 'now you know'..

QuoteWerks MVP for 7 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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