How to Enable and Use Customer Checkout in Online Proposal

This article is in the Control zone of the App.

In order to enable/disable self-checkout first go to the Control zone, then select Purchase Experience > Checkout Experience on the left toolbar.

From here you will be able to edit whether or not you would like to toggle the customer checkout ON or OFF.

If the Checkout is set to ON you will then be able to turn on Offline payments and Online payments by using their respective toggles.

Quote Acceptance Content - This is referring to what will be displayed next to the checkbox in Online Proposal and above where the end customer will sign in the PDF (if collect signature is enabled in payment option).Quote Acceptance Title - This is referring to the title for the quote acceptance in PDF

 Offline Payments

Make sure that you toggle on the Accept Offline option.

Offline Surcharge (%) - This refers to the surcharge that will be added to the system price if the offline payment option is chosen in terms of % of total system price.

Offline Surcharge Fixed - This refers to a fixed price surcharge that will be added to the total system price if the offline payment option is chosen.

Offline Title  - The title of offline payment option.

Offline Payment Details - The details that you want the customer to use in order to pay. (ie BSB, Account Number).

Credit Card Payments

OpenSolar allows you to implement online credit card payments through the use of a third party application called Stripe. This will be required to set up in order to allow the end customer to pay through the App.

How to enable online credit card payment using Stripe

Once you have enabled customer checkout, customers will be able to see the Accept Proposal button in the interactive proposal (Online proposal). Stripe Secret Key - This is from the Stripe application which is your secret key.

Stripe Publishable Key - This is the publishable key

Credit Card Surcharge (%) - This is the surcharge that will be incurred as a result of using credit card payment as a % of the total price.

Credit Card Surcharge Fixed - This is a fixed price surcharge that will be incurred if the credit card option is chosen.
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