The payment tab enables users to set their default payment options for new QuoteWerks documents. By setting defaults, users will not have to manually add them on the Sale Info tab each time they create a new QuoteWerks document. This is especially useful for QuoteValet users. Setting these default payments will enable users to choose if the customer can pay by credit card or terms and therefore not display the option to pay by credit card on a quote by quote basis.
Setup
Click on the Payment tab under Tools-> Options menu.
There are two types of payment options supported in QuoteWerks. Users can create Terms and Credit Card as payment options.
1.To create a new payment option, click on the [Add] button.
2.On the drop-down menu that appears, click on the option you would like to setup.
3.Click [OK] to complete the setup.
4.The new payment option will be displayed in the Payment Options box.
5. Repeat for the other payment option (if applicable). Once you have created your payment options, simply double-click on the option for it to be selected. You'll see the selection highlighted in green.
Edit Payment Options
To make changes to the payment options, right-click on a payment option to see the available choices.
Select Payment Option
This will select the highlighted payment option to be used for the quote.
Un-select Payment Option
This will de-select the current payment option.
Move Up/Move Down
This will move the payment option up or down in the payment options window list.
Remove Payment Option
This will remove the highlighted payment option.
Purchase Option display macro
This macro displays the text on the layouts for the non-lease payment options (Credit Card, Terms). The default text will look similar to this: Credit Card Purchase (purchase amount $42,269.34), [plus $810.00 monthly] if left as default. Users can change this text to anything they'd like to customize the upfront or cash price for when lease items may be present. It also provides more flexibility to not show the cash price as a purchase option.
