FAQ - How do you handle Prepayments from Connectwise Sell?

When a client uses the Order Porter payment flow, two things will happen:

    1. When you have a One-Time Payment, a prepayment (deposit) will be cretated in your Accounting Package for the payment received from your customer.
    2. When you have a recurring payment, the customer payment details will be saved in directly with payment provider, ready for automated (recurring) payments to be processed.

Note:

By accepting the terms and conditions in your order-porter check-out process, the Customer is agreeing to accept the recurring payments that will be generated from ConnectWise.

P
Paul is the author of this solution article.

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