Online Payment Flow

This is a basic demonstration of the various ways that an online payment can be taken in Teesom.

Ways to take or create an online payment in Teesom

There are basically 4 different ways that an online payment can be taken in Teesom:

You send the quote to the customer and they confirm the order and make a deposit payment in the process.
You convert the quote yourself and take the deposit in the process.
You send the *Invoice* to your customer and they pay the balance.
You “Take Payment” on the invoice yourself in Teesom.

Your customer confirms the Order / Quote

After you have sent the Quote to the Customer they will click on Place Order at the top right.

You can see the Customer View of an Order yourself by clicking on the Hamburger menu at the top right of the Order and then selecting "Customer View".

After the Customer has clicked on “Place Order” they will then:

Select the “Pricing Tier”. (Which will change the Total Amount based on your 3-tier pricing.)
Select a Payment Method.
Select to use a New Card or a “Saved Card On File”.
Agree to the Order Terms and Conditions. (This is only for Payment Methods that use a “Bank Card”.)
Click “Next”.

You can setup Payment Method Terms and Conditions for Payment Methods: To Learn More See This Article - Payment Methods

If your Customer is using a "Saved Card On File" they will need to enter a OTP (One Time Pin) which will either be sent via SMS or Email. You can find out more about the process when using a saved card on file in this article - "Customer Pays Using Saved Card On File"

After clicking “Next” your Customer will then proceed to enter the necessary Billing Address information:

You convert the Quote to an Invoice yourself in Teesom

To Manually convert the Quote to an Invoice in Teesom:

Click on the Hamburger menu.
Select “Convert To Invoice”.

On the “Confirm Order” screen:

Select the Pricing Tier.
You can choose to notify the Customer about the invoice by checking the box “Notify Customer”.
Select a Payment Method.
Select to use a New Card or a Saved Card On File.
If the Payment Method allows for a Device to be used select one.
Click “Next”.

If the Order Terms state a specific amount to be paid such as Deposit 50% then the "Amount" must match it. You can See the "Deposit Due" at the top of the Confirm Order screen.

After clicking “Next” enter the necessary Billing Address information:

Your Customer clicks on 'Pay Balance' on the Invoice

When you have sent the Invoice to the Customer for them to pay, they can:

Click on “Pay Balance”.

Then on the “Payment” screen they will:

Select a Payment Method.
Select either to use a New Card or a Saved Card On File.
Click “Next“.

If your Customer is using a "Saved Card On File" they will need to enter a OTP(One Time Pin) which will be sent via SMS or Email. You can find out More About The Process When Using a Saved Card On File In This Article - "Customer Pays Using Saved Card On File"