Allow customers to make payments for Quote

Amila Deshan (1407)

Hi,

 

I want my customers to allow make the payments for Quote. When customer logged into there account, in the Account Summary section, I want to show pay button for the Quotes.

 

When they click on the Pay button, they should be able to select a payment method and make the payment from there for Quote.

 

 

Can anyone help me for this?

 

Thanks

Erik Merkley

Neto doesn't allow payments against quotes. The expected process is something like this:

 

Quote generated by staff or through checkout => Customer approves quote => Quote converts to order => Customer pays against order

 

Your customers should be able to view their quotes in the Account Summary, and also have an "Approve" button. If that's missing, enable this setting:

/_cpanel/config/view?id=ALLOW_QUOTE_APPROVAL&mod=main

 

Customers should also be able to pay outstanding orders in their Account Summary. I think that's on by default, let me know if it's missing. Just note that not all payment methods are accepted when paying this way. It's much more limited than the checkout.