Payments

This page is to give you brief idea for payment section

Select Payment Options Customer Want to proceed with:

“Upon clicking this button, an updated proposal incorporating the customer’s selected payment option will be generated. We aim to send this proposal via email to the customer for signing. For this process, we intend to integrate either DocuSign or SignRequest.”

We want same pop up of email with attached pdf or link as i shown in last section.

Note -We will provide you with the standard format that we want for this document in order to obtain the customer’s signature.

“Once the sales representative selects and saves the customer’s finalized payment option from the dropdown, a cash invoice table should be displayed with milestone options. Additionally, an option to generate an invoice should be available based on the milestone payments made by the customer.

Note- We want a log /history option here with time date and year. and sales repo name who saved this option.

On click on the update balance section, this above section with the add milestone option should open. We receive the Solar Victoria rebate amount/loan amount from Solar Victoria once the rebate is approved. We want to update that amount internally in the project.

We want to maintain log/history as shown below not editable and delatable. In history we want to mention who did changes at hat time and what date with year.

History

-Solar Victoria amount received $1400 updated that by samiksha

-Second milestone amount $1000 received from customer on …. at…

– Payment amount $500 Recieved from customer on November 20, 2023, at 12:30 AM updated amount by Samiksha.

-Document for sign request sent to customer on 17th nov 2023 at 1:00pm by Samiksha,

-Payment option Cash saved on November 17, 2023, at 12:30 AM by Samiksha.