Original URL: https://www.quotewerks.com/help/helpfilelatest/alternative-payments-qww.htm
This topic covers how to set up QuoteValet payment processing to work with Alternative Payments. To set up Alternative Payments as a Payment Processor in QuoteWerks you will need your Custom Invoice URL.
Important: The process to set up Alternative Payments differs from other payment gateways. See below |
To setup Alternative Payments as a payment option, follow the steps below:
1. Obtain your Custom Invoice URL from Alternative Payments by following step one from this link:
2. Once you have your Custom Invoice URL navigate to Setup -> Options ->Payment.
3. Click on Add to add a new payment option.
4. From the Payment Type dropdown list select CustomPaymentType1.
5. Set your Payment Display Text to be something that is identifiable as your Alternative Payments payment gateway.
6. If you would like you can set a charge or discount calculation, tax code, and determine if you would like to disable the payment option when the document total exceeds a certain threshold.
7. Click Set Selections As Default.
8. Once you have made all of your selection click OK. The new payment option will now be listed in your list of payment options. Click OK one more time to save your changes.
9. Navigate to Setup -> Options -> QuoteValet -> Payment Processing. Click the 
button to set up a payment gateway. Here it does not matter which you choose or whether or not you input credentials. Simply choose a Gateway Type and click OK.
10. Navigate to Setup -> Options -> QuoteValet -> Payment Processing. Under Payment Type Instructions select Custom 1 from the Payment Type dropdown menu. Paste the below HTML code into the Template HTML box, replacing [BILLING LINK] with your Custom Invoice URL.
Please make pay the requested amount on our <a href="[BILLINGLINK]/custom-invoice?amount=[QV_DepositAmount:F=1]">payment on our portal</a>.
<br><br>
<a href="[[BILLINGLINK]/custom-invoice?amount=[QV_DepositAmount:F=1]" target="_blank" class="button" style=" padding: 10px;
font-size: 16px;
width: 400px;
margin-top: 20px; color: white;
cursor: pointer;">
<center>Make Payment </center>
</a>
<br><br>
<br><br>
An example of this HTML code with a working link would look like below. Note the custom Invoice URL has been bolded.
Please make pay the requested amount on our <a href="https://callconnect.demo.alternativepayments.io/custom-invoice?amount=[QV_DepositAmount:F=1]">payment on our portal</a>.
<br><br>
<a href="https://callconnect.demo.alternativepayments.io/custom-invoice?amount=[QV_DepositAmount:F=1]" target="_blank" class="button" style=" padding: 10px;
font-size: 16px;
width: 400px;
margin-top: 20px; color: white;
cursor: pointer;">
<center>Make Payment </center>
</a>
<br><br>
<br><br>
Now, after the customer selects the Alternative Payments payment option, accepts the quote, and clicks the Pay Now button, they will be directed to the Alternative Payments payment page. Here they can sign in and make payment.
Advanced Setup
Completing the following steps will bring the customer to the Alternative Payments page directly after clicking Pay Now as opposed to the Make a Payment page.
1. After completing the steps above, navigate to Setup -> Options -> QuoteValet -> Templates. Your default Customer Facing template will appear. Check the Customize checkbox. When you click the Customize checkbox, a pop-up will appear to confirm if you would like to edit the template. Ensure this is the correct template that you would like to customize. If so, click yes.
11. Use Control+F (Windows) or Command+F (Mac) to search "[QV_PaymentURL]" to locate the section you want to edit. This is located under the [Begin_PaymentRequestIsSet] section, for reference.
12. Replace "[QV_PaymentURL]" with the billing link below. This billing link includes a QuoteWerks variable, [QV_DepositAmount:f=1], for the deposit amount. If you would like to use a different variable, you can replace it with your desired option. Click "Save and Preview" to preview the payment button that will appear to customers once they accept the quote.
https://[billinglink]/custom-invoice?amount=[QV_DepositAmount:f=1]
Important: You must replace [billing link] with the link you copied from your Alternative Payments dashboard in Step 1. The example below uses the following billing link, for reference: https://microsoft.demo.alternativepayments.io. |
https://microsoft.demo.alternativepayments.io/custom-invoice?amount=[QV_DepositAmount:f=1]
