Get Paid Fast
If a proper payment gateway is configured in the portal general settings then you'll be able to accept payments from practically any module from your crm, you just need to have a numeric field from which retrieve the payment amount.
In this tab you'll be able to set the following options:
- Enable Payment: with this option, you can enable/disable the "Pay Now" button visible on the top of each record.
- Payment Amount Field: here you must set which field will be used for each record to retrieve the payment amount, any numeric field can be used.
- Payment Currency Field: You can set here the module field to specify the used currency for each record, if set to default then the general portal currency will be used.
Update records when a payment is processed
With this feature you can update your record values when a payment is processed from the portal, for example, you can choose to automatically change some payment status picklist or update any other value when your customer complete a payment.
You can set as many fields you need and you have two possible cases after a payment is processed, the cases are On Success Payment and on Cancel Payment.