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Optionally Allow Client to Pay Before they Submit an Order
Optionally Allow Client to Pay Before they Submit an Order
Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over a week ago

Optionally Allow Client to Pay Before they Submit an Order

You may be using a payment plan that does not require payment prior to the order being submitted, in these cases you may have agents who wish to pay before they place an order.

You can now enable a setting on the agent record so they can optionally pay before they submit the order


1. Click on Edit

Click on  Edit

2. Check Show “Pay & Submit Now” option

Check Show “Pay & Submit Now” option

3. Click on Save Changes

Click on Save Changes

4. Now when the Agent Places an Order they will have the option to Pay

Now when the Agent Places an Order they will have the option to Pay

5. Click on I have a coupon or referral code…

Click on I have a coupon or referral code…
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