New Pre Payment Options
InfoFlo Print already includes a workflow where you can send the quote to a customer over email or text message. All the customer needs to do is click on the link and they are automatically logged in. So what have we updated to this workflow? Well, based on your input, you can now offer or force a customer to pre-pay before the accept the estimate.
Once a customer has accepted the estimate, it will automatically convert to an order and InfoFlo Print will send you an email notification. A update that we’ve done here is if you prefer, you can take pre-payment for the order. This seems to be a more popular option as now you can request partial payment once an estimate has been accepted and the order is approved.