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Streamlining Settlements: Online Payments in CloudCC CRM's Partner Portal

November 07 2023

In the ever-evolving business landscape, flexibility is paramount, and facilitating swift transactions is indispensable. CloudCC CRM proudly introduces the online payment functionality within the Partner Portal, enhancing the efficiency of order processing and payment procedures.

1. Configuring Diverse Payment Methods: Within CloudCC CRM's Partner Cloud system, various payment methods can be configured, including WeChat Pay, Alipay, UnionPay, and more. It is essential to set up these payment methods within the system and configure relevant parameters, such as merchant IDs and encryption keys.

2. Personalized User Permissions: Within CloudCC CRM's Partner Cloud system, you can assign different payment permissions to different users. You can specify which users are eligible to use the online payment functionality and which payment methods they can access.

3. Seamless Order Settlement:

1.When partner distributors create orders through the portal, they can opt for the online payment option.

2.The system will seamlessly transition to the payment page, displaying the available payment methods.

3.Distributors can make their selection and input payment details.

4.Depending on the chosen payment method, the system will display the corresponding payment interface.

5.After confirming the payment details, distributors only need to click "Confirm Payment" to complete the payment process.

4. Tracking Payment Results and Checking Payment Status: Within CloudCC CRM's Partner Cloud system, you can conveniently monitor the payment status of orders. If an order has been successfully paid for, the system will automatically update the order status and send an order confirmation email to the distributor.

The online payment functionality not only simplifies the payment process but also provides distributors with a secure and efficient method to settle their orders. In today's fast-paced business environment, CloudCC CRM's online payment feature empowers your business with the ability to conduct fast and secure transactions.