accepting payment online

Lisa C. shared this question ago

Answered

can we allow customers to pay online , but we still control the status? for example. would like to set up online payment but we want to be able to confirm the event , so customer can generste a quote and request contract, we generate the contract and then they can pay online.

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Comments (4)

IO S. ● 8 years ago

Yes. Just go to Settings->Payment Options and turn on one of the credit card payment methods. Then, ensure that in Settings->Online Quoting its says "online booking allowed: no." This will only let the customer request a contract. It will stay in the quote status, but flag it as "Send Contract." You will have to manually move it to the "Contracted" status and email them a link to the contract.

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Lisa C. ● 8 years ago

thanks for this info, after exploring the pay online option Ive decided not to use the pay online option. I therefore may need some custom work on our contract page since step two confuses our customers because they cannot pay online and so i would like the following added

1) Sign Contract Complete

2) Make Payment Deposit Balance(add) call 773-3333 to arrange visa, e-transfer deposit/payments.Required Deposit: $152.00Entire Balance: $760.00Other Amount$ Payment method:

Check Cash add : e transfer visa

Cash will be due on delivery.Print a copy of the contract for your records.

Print Receipt

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Greg H. ● 8 years ago

I will say just from experience we see an 80% pre pay rate since we take online payments.

What are your concerns?

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Lisa C. ● 8 years ago

thanks for your comments...pay pal and service fees I guess are my concern?

welcome your thoughts again

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IO S. ● 8 years ago

In Settings->Payment Options, you can pass a percentage Surcharge off to the customer when they choose a particular payment type.

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