Sign and pay

On the client's quote page, Accept and sign is where the client says yes. What happens after that is your company's choice.

What the client does

1. Chooses Add to my order or No thanks on each optional add-on.
2. Under Accept and sign, checks their Full name and Email.
3. Draws their Signature with a finger or the mouse.
4. Ticks the agreement box and Consent to sign electronically.
5. Presses Sign and accept, with the total on the button.

What happens next

• Out of the box, a signed quote waits for you. The quote shows "Signed by ... Review it before it becomes an order", with the stock and crew checks. You press Approve and create order, or We can't take it. The client's page says you are confirming availability and crew. See Book a quote.
• With Signed quotes book themselves and take the deposit switched on, a signed quote where everything is in stock for the dates books itself as an order. The client's page then shows What would you like to pay? with the deposit, the balance or another amount, by card or bank transfer.

Switch on sign and pay (admin)

1. Open Settings, Sales, Orders, Booking.
2. Switch on Signed quotes book themselves and take the deposit.
3. Make sure Stripe is connected, so the client can pay. See Stripe.

Good to know

• A quote that is short on stock, or cannot be booked for another reason, always waits for the team, even with the setting on.
• The signature keeps the name, email, the total signed for, the time, and the exact agreement and consent the client saw. It is on the quote's Money tab and the order's Signature tab.
• If the quote is changed after it was signed, the review warns you that the total no longer matches what was signed.
• Paying by card may add your card processing fee, if your company passes it on. A bank transfer has no fee and clears in four to five business days.
• The deposit is due within your deposit days of signing, and the balance a set number of days before the event, both from Settings, Sales, Payments, Payment settings.

If something goes wrong

• The client says the Sign button stays grey. They need their name, a drawn signature and both boxes ticked. If the consent says it could not be loaded, they should reload the page.
• The client signed but nothing was booked. That is the default: review it and book it. Or the quote was short on stock, so it waited for you.
• The client cannot pay on the page. Stripe is not connected, or the order has nothing left to pay.