Activate online payment in Viindoo¶
Online payment is an effective tool to help your company to save time as well as reduce the risks of paying by cash in the sales process. Using the Online Payment feature integrated with the Sales app, customers can pay and confirm orders online to complete the purchase process quickly, and conveniently.
Enable Online Payment¶
Access the Sales app, navigate to Configuration ‣ Settings, locate the Quotations & Orders section, then check on the option Online Payment.
Use online payment to confirm orders¶
Go to Sales app, create a quotation, and send an email to the customer.
After receiving the quotation email, the customer opens this email and hit the Accept & Pay Quotation button to redirect to the online quotation view.
At the online quotation screen, customers review the sales order information and then click Accept & Pay to proceed with the payment process for the order.
On this view, choose the payment methods for the order and press Pay.
Here, your customers can choose the wire transfer or an online payment service provider.
In case your customers choose to pay via an online payment service provider and press Pay, the state of the quotation will be automatically changed from Quotation Sent to Sales Order. At the same time, you will see the history of payment and confirmation process at the chatter as follows:
In case your customers choose to pay via the wire transfer and press Pay, you will see the history of the confirmation process at the chatter as shown below. You can press Confirm this sales order when you receive the payment.
See also
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