Removing payment section from iO contract link

Ashley C. shared this question 4 days ago
Pending

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!

Comments (1)

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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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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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Which location would you like this done for?

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this is only for our EU-Germany location

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

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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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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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