Require up-front payment on a quote
Up-front payment is a quote option that collects money before you deliver. They approve and pay with Approve Quote & Pay. You need Standard Invoicing and a configured payment gateway.
- Create or edit a quote.
- Under Options, check Require Up-Front Payment. If the checkbox is disabled, the hint is (Requires Standard Invoicing feature).
- Click Save & Create on Create Quote, or Save / Save & Send Email Quote on Edit Quote. Sending is not on list Options. See Create and send a quote.
On the quote view, Details can show Prepay: Required. You may also see Generate Payment Link and Prepay Payment Links.
To create a PayLink when the quote is pending-approval or approved : on the Quotes list, click Options, then Create PayLink. In Payment Link for Quote, use Scan QR code or click Copy Link. There is no SMS send on this modal.
If payment links are not set up, you see: Payment links require both Standard Invoicing and a properly configured payment gateway.
To set the default for new quotes: Admin → Quotes → General. Set Prepay (Default value for Prepay on Quote Approval). Set Auto Haul Creation if you want the default for Automatically Create Haul when Quote is Approved. Click Save Changes. Prepay is the admin default. The quote form checkbox is Require Up-Front Payment.
The public Quote Review page shows Up-front Payment Required. The approve button is Approve Quote & Pay, not Approve Quote. That starts hosted checkout. Do not look for quote payment labels on Tracking Portal. That page tracks the haul.