Customer Quote Confirmation

The terms and preferences you set for a quote determine how customers confirm their orders.

There are two main types of order terms:

1. Terms requiring a deposit to place the order (e.g., 50% Deposit).
2. Terms not requiring a deposit (e.g., Net 15, Due on Receipt).
   

There are two online payment preferences you can set in a quote that affect how a customer confirms their order when a deposit is required:

1. Allow the customer to make online payments.
   • A payment gateway must be set up to enable this option.
     
2. Allow the customer to place an order when online payments are off.
   • If disabled, consider setting an alternative payment message.

To view payment preferences on a quote:

• Click the (i) dropdown.
• Select “Preferences.”

Once your customer has reviewed the quote and is ready to proceed, they will click “Place Order.” This will bring up the order confirmation screen, which will vary based on the quote terms and online payment preferences you have set.

To learn more, please refer to: Customer Quote Confirmation

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