1. After Online Payment extension 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 vTiger 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 vTiger 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.
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 email@example.com 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
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.
Our team has enough experience in vTiger CRM to bring all your ideas according to life. Our experts will analyse your business needs and recommend you how to solve it better. And after our developers make it in your crm system.
What we do
- Basic functional upgrade and customization
- Migration crm to higher version
- Migration from another crm to vTiger
- Extensions and Modules Development
- API integration with other software
- 2rd, 3rd lines technical support
Send us your requirements by webform below and we will estimate it and back to you soon. Also you can send it on firstname.lastname@example.org