Onsight allows you to create a list of custom options for your payment types. Your sales reps are able to choose from this custom list when creating an order or quote. The payment type will then be displayed on the quote or order. To create your list of payment types:
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Settings’ from the left-hand side menu.
- Click on the ‘Configuration’ menu item.
- Click on the ‘Custom Lists’ tab.
- Click the ‘Edit’ button.
- To edit an existing payment type, click in the text box and edit the field.
- To add an additional payment type, click the ‘Add’ button and enter your new payment type into the text box.
- To delete a payment type, click the delete icon next to the payment type you would like to remove.
- Click the ‘Save’ button.
The next time your sales reps create an order or quote they will be able to select one of your newly created payment options and it will displayed on your order / quote PDF.