As shown below, you can now set the payment set-up for your sales quote. If available, values in this area will default from the sales quote template selected when creating your sales quote.
Payment Instructions: This information appears on the payment popup when the customer is prompted for their credit card information. It gives them instructions or some sort of helpful message that you would like your customer to see when they are prompted to make a payment.
For example, if you are taking a small deposit payment for your sales quote you might like to say "Thank you for confirming your order with us today, for us to start work on your order we first need to collect a small deposit payment of 20%. This can be made right now or you may choose to call our office."
Payee: Type the name of the person or company name that will be receiving the payment. For example, if you are a company you type the registered name of your company, as this will be the name that appears in a payment receipt. Again this information will default from the sales quote template if setup in the template.
Payer: If you are sending a sales quote to multiple recipients you can select which person should be prompted to make the payment. If any recipient can make the payment, then just leave it to default to "Any Authorised Recipient"
Value: Now set the value of the of the payment, this can be a value or a percentage. Use the blue drop down menu to toggle between value and percentage as your require. Then type the value.