Payment Method - Online Credit Card

Payment Method - Online Credit Card


Customer Setup

For a client to be able to pay with a Credit Card through the Payment Gateway you will need to first change their credit terms to Online Credit Card. 

 


 


Once you have logged into to your PrintIQ site you will need to click on the Admin tab, followed by View > Customers.

 

Type in the search the ‘CustomerName’ that you are after and click on the ‘Name’ to open the Customer Details.

 


 


Credit Terms

Change the Credit Terms to Online Credit Card, and then click save in the top right corner. 
  


 

 

Credit Card payment page

Once your customer has accepted a quote, they will be directed to the payment gateway to pay for their job.




Email Template

From within the Invoice Details email template, adding the placeholder {PaymentGatewayLink} also gives customers the option to pay their invoice via the payment gateway as above.




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