How To: Change Payment Settings in Customer Details
In Customer Details, you can change the Payment Settings set for individual Customers. Payment Settings for individual Customers can override Order Settings if desired, but changes made for individual Customers will not impact others. If desired, changing the Payment Settings for individual Customers can automatically apply to all Orders created for the Customer.
In Payment Settings on the Customer Details page, you can change the Deposit required for individual Customers. To have Deposit(s) automatically apply to Orders created for a Customer, enable the toggle next to Automatically apply deposit(s) when this customer creates a quote on Storefront or TapGoods. With this toggle enabled, the Payment Settings applied to the individual Customer will automatically apply to Orders created for them, regardless of the Minimum Deposit Amount set up in Order Settings.
To change a Customer’s Payment Settings, navigate to the Customers page, which is located under Contacts on the TapGoods PRO dashboard.
Click on the Customer to navigate to Customer Details.
Once you have navigated to Customer Details, you can change the Payment Settings by following the steps listed below.
- Click the dropdown arrow next to Payment Settings.
- Select one of the following options to apply to the Customer.
- No deposit required to make a reservation
- Minimum deposit is required to make a reservation [It is important to note that the Minimum Deposit Amount is set up in Order Settings or changed per order.]
- Custom Deposit Amount
- Quote must be paid in full before it can be converted to a reservation. (This does not have to be one payment)
3. Click Submit.
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