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Categories CRM App
Created by Guest
Created on Dec 20, 2023

Remove or flag quote changes if card payment has already been taken

Currently in the CRM you are able to take a credit card payment, and then make other changes to the quote i.e. amend the lines, or add a delivery charge, before confirming the order. This leads to doscrepancies between what the customer has paid and the actual value of the quote.


It would be useful if there was a flag or warning somewhere on a quote that a card payment has been taken, so no more changes should be made. Or a prerequisite of a delivery charge being added to the header before you can take a card payment.

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  • Guest
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    Dec 20, 2023

    Rather change the flow, so delivery charges are added and then card payment is taken. Or a prompt when attempting to take card to ask the user to check if delivery has been added yet or not.


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