Learn how to enable new payment methods on the saas·hapily custom quote!
If you’re in sales, odds are you’re using quotes. And if your business uses quotes, it’s a good idea to allow various methods of paying them.
Fortunately, the saas·hapily custom quote lets you pick and choose how customers can hand over the dough! Here’s how to enable new payment methods on your installation of the saas·hapily quote.
1. The saas·hapily quote pulls allowed payment methods directly from Stripe. So to enable new payment methods on the quote, you’ll need to enable them in your Stripe instance. Start by clicking the Gear Icon and selecting Settings from the Stripe dashboard.
2. On the Settings page, click Billing.
3. On the Billing page, click the Invoices tab.
4. Scroll down to the bottom of the page. You’ll see a section called Default payment terms with a Payment methods field. Click Manage.
5. From the resulting window, you can choose to enable any payment methods you’ve activated on your Stripe account. After making your selection, click Save and you’re done!
With that out of the way, your customers will be able to choose the enabled payment methods on the saas·hapily custom quote.
Still have questions? Email us at care@hapily.com.