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Quote Accepted? Get paid right away with the New Cin7 Payment Portal
With Cin7’s Payment Portal, you can include an Accept Now button with every quote you email to your customer. That lets your customer pay instantly and securely. Even better, Cin7 automates your payment workflow, reducing your administration burden. Improve your cash flow and reduce your work load with the Cin7 Payment Portal.
The more convenient, easy ways you give your customers to pay you, the less time you ’ll spend chasing them up. With Cin7’s Payment Portal, you give your customer options to
Accept the quote right away by clicking on the Accept Now button in the email
Save a digital copy of the quote, and accept it later by clicking on the Accept Now button in the PDF version of the invoice
Print a hard copy of the quote, and accept it later by following the instructions on the printed quote
When your customer accepts a quote Cin7 redirects them to our PCI-compliant, SSL protected Payment Portal. There, they can either select Accept and Pay Now or Accept and Pay Later. Also, our Payment Portal is fully responsive, scaling perfectly to any computer, tablet or smartphone screen. If your customer wishes to pay right away, they have the flexibility to make a deposit or pay in full as per their negotiated payment terms. Once a payment is received:
Cin7 emails a receipt to your customer and to internal staff. You control who in your organization receives these receipts (ie, accounts receivable) so they can work on the next step in the process.
Converts the quote to a sales order, recording any payments already made. You can also determine the stage to which the sales order proceeds (Build, Ship or Dropship).
Lets you import the payments to Xero, making it super easy for your accounts team to reconcile payments.