Removing payment section from iO contract link

Ashley C. shared this question ago

Answered

Hi team,

Is there a way to change the template for the contract page to ONLY show the invoice and contract - allowing the custom the sign, but NOT pay for the order. In other words, I want to remove the "step 2" on the contract link / remove the payment section from this page. I only want to do this for our EU-Germany location though. That way our EU customers can sign electronically sign their rental agreement but are not given the option to submit payment at all.

Keep me posted. Thanks!

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Comments (1)

Jen H. ● 24 days ago

You could go to the payment preferences page and allow Deposit only payment and make it a 0 payment requirement and it doesn't open the payment section then only allows for them to sign. If you need assistance with this please let us know.

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Ashley C. ● 23 days ago

Thank you! this is very helpful.

Is there a way in that payment area we can make a note about what to do about payment? - in other works, we want to add some type of verbiage telling our customers that Finance-team@soundoffexperience will contact them after they have singed the contract with instructions on how to process payment for this order. *see attached for what I mean.

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Cameron K. ● 23 days ago

Which location would you like this done for?

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Ashley C. ● 23 days ago

this is only for our EU-Germany location

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Cameron K. ● 23 days ago

Sounds good! I have let our developers know and will reach out to you once this has been updated.

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Ashley C. ● 23 days ago

Great thank you.. to be more clear about the verbiage we want, please use the following copy:

After your contract is signed, you’ll receive an email from our finance team with payment instructions. *Orders are not confirmed until the full balance payment has been made.

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Cameron K. ● 21 days ago

Sounds good I have let them know! They payment section should be removed some time today with the new verbiage added. I will let you know once this is updated!

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Cameron K. ● 19 days ago

The contract has been updated! You can look at my screenshot below to see the new contract.

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