[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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 CC payment option after Quote is Accepted
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trinetintl
New Member

6 Posts

Posted - 07/28/2015 :  13:34:26  Show Profile
I received approval for a quote that had CC as an option and that was selected but I did not set the "Deposit Required" to "Full Amount". What are my options? Do I have to export the quote to an invoice in QB and call the customer to get their CC information or is there a way I can set the order to full payment, save it and have QuoteValet create/send the customer a new link for payment?

qw_Shawn
Technical Support Manager

USA
765 Posts

Posted - 07/30/2015 :  10:17:07  Show Profile  Visit qw_Shawn's Homepage
Go to the QuoteValet tab of the quote, and click on "Request Payment". You can set the amount, and then email them to collect payment.

Best Regards,

Shawn McNamara
QuoteWerks Technical Support, Level 4
QuoteWerks Team Member Since June 2010
Aspire Technologies, Inc.

See our Tips & Tricks videos on our YouTube Channel www.youtube.com/quotewerks
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trinetintl
New Member

6 Posts

Posted - 07/30/2015 :  14:13:03  Show Profile
I found it, thanks!
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