Giving customers multiple chances to pay for an SO

Question

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

Pinakin Nayi (pna) · Answer

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.

Patrick Miller · Answer

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

Publicaciones relacionadas	Respuestas	Vistas
Portal Invoice "Pay Now" leads to no choices on payment method invoice payment paypal portal	1 jul 25	8484
How to postpone an invoice due payment invoice payment	0 abr 26	1
How do I mark a "partial" invoice as paid, for real? Resuelto invoice payment	1 nov 25	4353
How to configure ecommerce Paypal payment provider payment paypal	1 abr 23	4562
How to create a payment for an invoice from python code in odoo15 invoice payment	1 oct 25	8000

Esta pregunta ha sido marcada

¿Le interesa esta conversación? ¡Participe en ella!