Setting Up a Custom Message for Alternative Payment Options

You can set up a custom message for customers when no online payment option is available on a quote or invoice. This message can guide them on paying by check, bank transfer, or arranging payment directly with you.

To configure, go to Main Menu -> Company Settings.

On the "Company Setup" page:

1. Click on "Payments".
2. Select "Payments and Refunds Preferences".
3. Enter your message in the field under "Alternative Payment Process Message".
   

The text in square brackets represents replaceable tags. For a complete list of available HTML variables, click here.

Here’s an example of how the message will appear to customers.

To access the customer view of an order, click on the 'Hamburger Menu' and select "Customer View".

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