Turn on quote deposit payment process
- Go to Settings > options.
- Scroll down & find Enable quote deposit payment process toggle button.
- Turn on it.
- At the bottom of the page, click Save changes
Use quote deposit payment process
Once you have enabled this feature, the customer will be able to accept quote & pay deposit payment. Then he or she can book a capacity appointment in Flobot.
- When the customer received a quotation from Flobot, he or she able to Accept, Ask or Reject that quotation.
- If the customer accepts that quote Flobot will automatically convert quote charges into Order charges & redirect to the deposit payment screen.
- Once the customer makes a deposit, Flobot will automatically redirect to the capacity booking screen. Then the customer will be able to book a capacity appointment for the visit.