If you wish to make changes to the default Cin7 Core Deposit Payments only for a specific customer in Pencil, you can follow the steps below:
Enable Cin7 Core Deposit Payments
| Enable Cin7 Core Deposit Payments (Visible For Cin7 Core Users Only) | Use Defaults - By default this is Toggled ON to use default settings. Toggle OFF and make the required changes as needed. | Toggle ON/OFF |
Enable Cin7 Core Deposit Payments
If you Toggle OFF this option, you will see more Cin7 Core Deposit Payment settings to Toggle ON/OFF depending on your requirements.
- On Quote Authorisation Push to Pencil
- On Order Authorisation Push to Pencil
- On Invoice Authorisation Push to Pencil
If you toggle ON any of these 3 Cin7 Core Deposit Payment settings above, it will give you several more options that you can customise depending on your requirements.
On Quote Authorisation Push to Pencil
- What percentage of the Sale Order do you require as a deposit?
- If you toggle ON this setting, this setting will allow you to input a specific percentage of the Sale Order if you require a deposit for On Quote Authorisation Push to Pencil.
- Auto-Send Email on Order Authorisation?
- If you toggle ON this setting, this will allow you to auto-send email on Order Authorisation for On Quote Authorisation Push to Pencil.
- Auto-Charge Customer on Order Authorisation?
- If you toggle ON this setting, this will allow you to auto-charge customer on Order Authorisation for On Quote Authorisation Push to Pencil.
- Allow your customer to edit the payment amount?
- If you toggle ON this setting, this will allow your customer to edit the payment method for On Quote Authorisation Push to Pencil.
- Enable multiple payments to an Order?
- If you toggle ON this setting, this will allow you to enable multiple payments to an Order for On Quote Authorisation Push to Pencil.
