Here's the issue we're having:
1. Salesperson sends a customer a quote/SO
2. Customer looks, signs, approves
3. Customer does not click the pay now button, closes window
4. Customer later decides to pay, logs into customer portal, opens SO...and no way to pay until salesperson sends an invoice
5. Furthering the problem, the invoice does not give the customer a choice of payment methods, just the default
As we gain more customers, this is becoming a bigger issue. People don't pay the SO, send invoice, and then have to manually switch the default payment method to suit each customer's needs.
Any workarounds in 9.0c?