Add payment buttons to templates

Add a payment button

You need to connect a payment gateway before you can add a payment button.

1. In Cin7 Omni, select your username and then Settings.

2. Click on Payment Portal Configuration under Setup.

3. Open the Add Payment Button tab.

4. Choose the template you want to add a payment button to.

   1. Sales Order Email or Quote Email Templates

      1. Select Design next to the email template you want to add a payment button to.

      2. Click on Add Payment Button.
         

      3. Select Save.

   2. Invoice Document Template

      1. Updating your bank account details section with a payment button will add it to all of your invoices. Click on Add payment button.

      2. Select Submit.
         

5. Quote Document Template

   1. Select Design next to the template that is the Quote type.
      

   2. In the side menu, under the Configure tab, expand Totals.

   3. At the bottom, tick the Accept button checkbox. This will add the Accept Now button to your quotes.

   4. Click Save.

6. Test your payment buttons and the payment portal.

• Zendesk publishing.4.log-2014405138.zip30 KB
• Zendesk publishing.4.log-2014405138.zip30 KB