Online Payment instruction

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How to get your customers possibility to pay online in vTiger CRM?

 1. After Online Payment module was installed go to Main menu and select Online Payment.

2. Online Payment Wizard will be opened. Please read small instruction and click Start.

3. On Module Settings step you need to specify module behavior and Online Payment Page. There are several useful blocks.

Block - General settings

  • Invoice Status After Create - status of automatically created Invoice.
  • Invoice Status After Success Payment - invoice will automatically get this status after Customer successfully paid.
  • Invoice Status After Fail Payment - invoice will automatically get this status after Customer failed paid.
  • Client Type - you can select Contact or Organization or pass this choice to Customer. Contact or Organization will automatically created in CRM system and link to Invoice.

(!) If you select Choice Contact or Organization value your Customers will have possibility to select on Online Payment Page how they want to register in CRM system - as Contact or Organization.

  • Assigned To - user that will be automatically assigned to Contact/Organization and Invoice.

Block Invoice Page Header

Here you can specify header of Online Payment Page.

Block Contact and Organization Fields Information

The functional look likes as standard Webform module. You need to select fields that will be on Online Payment Page, mark fields as mandatory or hidden. These fields will be placed on Online Payment Page.

Block Invoice Page Footer

Here you can specify footer of Online Payment Page.

Block Pravicy Policy

Here you can specify Privacy Policy on Online Payment Page, that will opens by clicking on Privacy Policy link.

Opens in popup.

Block Terms and Conditions

Here you can specify Terms and Conditions on Online Payment Page, that will opens by clicking on Terms and Conditions link.

4. On Payment Method Settings step you can switch on/off and adjust available payment methods. Now available only Standard PayPal but you can contact us by This email address is being protected from spambots. You need JavaScript enabled to view it. and we will connect payment system needed to you.

(!) You need switch on PayPal method because it is switch off by default and need to set email of PayPal account to receive payments.

 

Online Payment Page

The Page has two steps

  • First step allows create Contact or Organization by your Customers and select quantity of Product/Service

  • Second step allows select payment method and pay

 

Invoice Profile

To get personal link to online payment of current Invoice you need to go to Invoice profile, then find this link in Widget on left. Will opens first step on Online Payment Page.

 

Product / Service Profile

To get personal link to online payment of current Product or Service you need to go to Invoice profile, then find this link in Widget on left. Will opens second step on Online Payment Page.