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Categories Automation
Created by Guest
Created on May 30, 2024

automatic payment method set by customers payment terms

it would be excellent if the payment method offered at any stage during the quote to order workflow e.g. CC or on account, was set by the payment terms selected for that customer. e.g. if a customers payment terms were "on account" they would be able to accept quotes etc. without being prompted to pay by CC. inversely if a customers payment terms are "payment before dispatch" they are automatically take to the CC payment portal upon accepting a quote.

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