Last updated 09/09/2018
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:
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. Our payment portal works best with Stripe. But we can accommodate other gateways as well.
To connect a Payment Gateway to Cin7's payment portal, please refer the following article
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.
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.
Next, you can configure custom settings for your Payment Portal.
Before you start sending out invoices with the "Pay Now" button, we suggest that you try making a test transaction.
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:
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.
On the contrary, 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 clicks on 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:
Additionally, the Quote is automatically converted or copied to a Sales Order and payment details are recorded against the Sales Order.
Cin7’s Payment Portal can seamlessly handle the following scenarios:
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.