Card payment option

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TOOLSET

por Stefano Di Persio

INTERNATIONAL TRADE FINANCE

por deb lin

FCE CHAPTER 1

por johnny loh

IMPORT AND EXPORT

por Luciana Martinez Mostajo

Cash/check payment options

Payment NOT received

Job review page, payment drop down, change to Payment received, update job

Job closed

Payment received

Card payment option

Card declined

Job review page, 2nd attempt, click charge card button again

card no good again

NO thank you email. Only send invoice email with balance and pay now button

card good

NO thank you email or invoice email

Client has no card no file

After complete, approved. Card option selected. Generate invoice

Includes Pay Now button

pdf attached with balance in thank you email

Card good

Send Thank you email.

pdf attached with zero balance

NO Pay Now button

No auto invoice email

Customers can send invoice manually any time by clicking Send invoice button

pdf attached, zero balance