How to Set-up Payment Options

This article is in the Control section of the App.  

Click on the Manage button beneath the heading Payment Options.

This will take you to a list of your current payment options. 

In order to create a new payment option click on the  button.

From here you will be able to create a title for your payment option, be able to choose the payment type and whether you would like to Auto-apply it.

If you are not sure how Auto-Apply works, please see how our article: What is Auto-Apply?

Depending on which payment option you choose, you will have a different set of inputs to fill out: 

1. Cash

2. Loan

Cash

This payment option is for when the customer would like to pay the entire purchase price upfront and this will be reflected in the financial calculations that are shown in the proposal.

1. Give your payment option a title, note: This is how your payment option will appear in the proposal.
2. Give your payment option a short description. 
3. Decide whether you would like to collect signatures for this payment option. Note: this will not appear if you have not got Self-Checkout Enabled. 
4. Input Deposit Percentage which is how much the customer should pay upfront, as a percentage of the total price of the system. 
5. You can then set the minimum and maximum amount which should be deposited (OPTIONAL). 
6. Select whether you would like to enable Auto-Apply for this option and fill out the details for this.
7. Use the text-editor to enter in the Terms and Conditions which are specific to this payment option and will only be displayed when this option is selected. 
8. Click the  button to finish creating this payment option.

Loan

This option allows the customer to pay for the system over a number of instalments.

1. Give your payment option a title, note: This is how your payment option will appear in the proposal.
2. Give your payment option a short description.
3. Decide whether you would like to collect signatures for this payment option. Note: this will not appear if you have not got Self-Checkout Enabled. 
4. Choose an option for the payment frequency from the drop-down menu.
5. Enter in the loan interest in terms of % p.a
6. Enter in the term of the loan in years
7. Enter in the dealer in fee in dollars ($)
8. Input Deposit Percentage which is how much the customer should pay upfront, as a percentage of the total price of the system. 
9. You can then set the minimum and maximum amount which should be deposited. 
10. Select whether you would like to enable Auto-Apply for this option and fill out the details for this.
11. Use the text-editor to enter in the Terms and Conditions which are specific to this payment option and will only be displayed when this option is selected. 
12. Click the  button to finish creating this payment option.