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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?

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Jawaban Terbai

If the customer is portal user, then he can pay through portal view. In portal view if you click on Sales order and if there is quotation template attached then you can make payment without any issue.

If customer is not a portal user then from the link(we sent to pay quotation) If not expired(token) then able to process payment.

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Penulis Jawaban Terbai

Thanks Pinakin - we give all of our customers portal access. There is a quotation template attached, I checked. But once the customer approves the quotation, closes the window, and comes back, it's now listed under Sales Orders. Clicking the same SO there gives this screen, with no option to pay:

https://s1.postimg.org/reebf8a7j/Screenshot_from_2017-06-27_13-27-08.png


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