Setup and Settings

Setting up Cin7's Payment Portal for Quotes

How to set up the Payment Portal for use with Quotes.

Overview

Cin7's Payment Portal allows your customers to accept quotes and make payments, via a number of different credit card payment gateways.

When you email a customer a quote, the email will include a button that allows your customer to accept the quote and pay the total or a deposit for the quote.

Cin7 will then automatically convert or copy the quote to a sales order and record the payments against the sales order.

There are two main steps for setting up the Payment Portal for Quote Acceptance:

• Connecting a Payment Gateway
• Inserting an "Accept Now" button into the Quote Email Template

Connecting a Payment Gateway

To be able to accept payments, you must first set up a payment gateway. These are third-party services that will process payments on your behalf. The Cin7 payment portal works best with Stripe but other options are available.

To connect a Payment Gateway to Cin7's payment portal, see the following Help articles for additional information:

• Cin7 and Stripe
• Cin7 and Authorize.Net
• Cin7 and Payment Express (Windcave)
• Cin7 and PayPal
• Cin7 and eWay
• Cin7 and BrainTree

Setup Payment Portal Now

Adding an "Accept Now" button 

Cin7 supports payment from email and digital quote copy.  To maximize your chances of your quote getting accepted and paid, add in a "Accept Now" button to the Quote Email Template and Quote Document Template.

Adding "Accept Now" to Email Template

This button will create a unique link within the email you send to customers that will allow them to accept and pay for their quote.

1. While logged in as an Administrator, select your username in the top right and then select Settings.
2. From the Setup menu, select Payment Portal Configuration.
3. From the Add Payment Button tab, select Quote Email Template. This will redirect you to the Quote Email Templates.
4. Select Design next to the Email Template that you wish to use when emailing the quote.
5. Place the Accept button anywhere in the Email Template by selecting the Add Accept Button.
6. Select Save to save the Email Template.

Adding "Accept Now" to Quote Document Template

This button will create a unique link within the quote PDF you send to customers that will allow them to pay for their quote. 

1. While logged in as an Administrator, select your username in the top right and then select Settings.
2. From the Setup menu, select Payment Portal Configuration.
3. From the Add Payment Button tab, select Quote Document Template. This will redirect you to Document Templates.
4. Select Design for the Quote Template where you'd like to add the Accept Now button.
5. Reset Template by clicking on the History Tab.
6. Refresh the page. This will display a new Section called Total.
7. Within the Total Section check Accept Button.
8. Select Save the save Quote Document Template.

Customize your Payment Portal

Next, you can configure custom settings for your Payment Portal.

1. While logged in as an Administrator, select your username in the top right and then select Settings.
2. From the Setup menu, select Payment Portal Configuration.
3. Select the Custom Settings tab.

You can:

• Select who in your organization receives Payment Receipts
• Specify if acceptance of a Quote will:
• Copy Quote to a Sales Order (i.e., a new Sales Order will be created and the Quote will continue to exist in the system).
• Convert Quote to a Sales Order (i.e., the Quote will be converted to a Sales Order with the same Reference ID).
• Determine which stage the Sales Order should be set to once a Quote is Accepted.
• Determine if the Sales Order created from the acceptance of a Quote should be auto-populated with an Invoice Date and Number.
• Determine which customers should be allowed to accept quotes on account.

Testing the Payment Portal

Before you start sending out invoices with the "Pay Now" button, it is recommended to create a test transaction.

1. Create a Quote. 
2. Email the quote to your test email address, making sure to choose the Email Template with the Accept Now Button.
3. Select the Accept Now link in your email.
4. Choose the amount that you wish to pay.
5. Make a payment with your Credit Card.
6. Wait for the Payment Success screen.

Using your Payment Portal for Quotes

Now that the Payment Portal is set up, create a quote by following the steps mentioned in Creating a Quote.

Email the quote to the customer, making sure to choose the Email Template with the Accept Now Button.

When your customer clicks the link within the email, they will be directed to the Payment Portal.

They will be provided with the option to:

• Accept on Account
• Accept and Pay Now

If the customer chooses to accept on account, they will be redirected to the Confirmation Screen and the Quote will be converted or copied to a Sales Order as specified in the Custom Settings.

Alternatively, if the customer decides to make a payment, they have the option to choose the amount that they wish to pay. The standard options are "Full Payment" and "Other". If you have included Payment Terms with a deposit for the Quote, your customer will see a third option to pay the deposit.

Once your customer select Continue, they are taken to a secure screen where they can enter their Credit Card Details and make the payment.

This takes your customer to the Payment Confirmation Screen. This step triggers the following emails:

• Payment Confirmation to your customer, and
• Payment Receipt to the recipients mentioned in the Custom Settings.

Additionally, the Quote is automatically converted or copied to a Sales Order and payment details are recorded against the Sales Order.

Special Cases handled by Cin7

Cin7’s Payment Portal can seamlessly handle the following scenarios:

• The quote has been accepted but not fully paid.
• The quote has already been paid for by the customer.
• The quote has already expired.
• The quote doesn’t exist because it was voided.

In the first scenario, the Payment Portal will automatically redirect the customer to the Invoice when they click on the Accept Now button.

In the last two scenarios, an email is automatically triggered to the email address specified in the Custom Settings.