Legal Office Documentation
Use quotation templates
1 Views •Get a signature to confirm an order
1 Views •Get paid to confirm an order
1 Views •Use quotations deadline to stimulate your customers
1 Views •Add terms & conditions
1 Views •Invoice based on delivered or ordered quantities
1 Views •Request a down payment
1 Views •Send a pro-forma invoice
1 Views •Invoice based on time and materials
1 Views •Invoice matter milestones
1 Views •Re-invoice expenses to customers
1 Views •My Tasks
1 Views •Recruitment Analysis
1 Views •Direct Messages
1 Views •Bank reconciliation process - use cases
1 Views •Reporting
1 Views •Deferred Revenues
1 Views •Purchase Analysis
1 Views •Kiosk Mode
1 Views •Time and Randomize Questions
1 Views •Check your Win/Loss Ratio
1 Views •Ponto as bank synchronization provider
1 Views •Time Off Types
1 Views •Plans
1 Views •Contracts
1 Views •VIES VAT numbers validation
1 Views •Public Holidays
1 Views •Visitors
1 Views •Reporting
1 Views •Localizations - Italy
1 Views •Case Management
1 Views •Get paid to confirm an order
Get paid to confirm an order
In general, online payments are considered as a fast and secure alternative to traditional payment methods. It is generally cheaper, easier and faster than other payment methods. It is particularly useful and efficient for international transactions. With Legal Office Sales, you can use online payments to get automatic orders confirmation. Online payments are made instantly, so it’s very convenient and saves lots of time in a basic sales process.
Enable online payment
Go to Sales ‣ Configuration ‣ Settings and activate the Online Payment feature.

There, you will have direct access to the Payment Acquirers page. It will allow you to select and configure your acquirers of choice. Before creating or modifying a payment acquirer, be sure to check out our documentation about how to be paid with payment acquirers such as Paypal, Authorize.Net, and others in the Payment acquirers (credit cards, online payments) documentation.
Note
If you are familiar with this documentation: Use quotation templates; you can activate or not the Online Payment feature for each template you use, under their confirmation tab.
Register a payment
After opening quotations from their received email, your customers will have different possibilities to make their online payments. For example:

Tip
By clicking on the Customer Preview button, you will be able to see what your customers will have to choose when it comes to payment.
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