By integrating Alternative Payments on your Quoter account, you give customers the ability to pay for their Quotes through the Alternative Payments payment gateway. 

Once set up, customers will receive upfront totals from Quotes through your Alternative Payments account. 

Step 1. Copy your API Key from your Alternative Payments account

1. Before getting started, make sure you have full admin permissions for Alternative Payments (this is needed to create an API Key).
    
2. Log in to your Alternative Payments account.
    
3. Navigate to Team Preferences > API Keys.
    
    
4. Click Generate API Key.
    
5. Enter an API Key Name then click Generate Key. 
   
    

6. Copy your newly generated key for future use. 

    

Step 2. Add Alternative Payments as a payment gateway in Quoter

1. In your Quoter account, navigate to Settings > Payment Gateways > + New Payment Gateway.
   
    
2. Select Alternative Payments > Fill in the Description field.
    

3. Under Alternative Payments Configuration, paste in the New API Key from your Alternative Payments account.

    

4. Check the box for Currencies you’d like to use.

    

   Note: Select only currencies that are available on your Alternative Payments account. Adding unavailable currencies may cause errors in the system.

    

5. Check Resellers if applicable.
    
6. Click Save Payment Gateway.

Once your Alternative Payments gateway is set up in Quoter, new quotes will pass upfront totals to Alternative Payments. 

Modify a Quoter template to enable upfront payments

By enabling this setting in your Quoter templates, you can include a set number of recurring payments into the upfront fees total. 

For example, a recurring line item of $50 per month can be added to an invoice with a one time line item that costs $100 - a one time cycle will have an invoice total of $150 dollars. Adding more upfront payments would add this $50 dollar fee to future invoices with other one time line items. 

Configure this by doing the following: 

1. Navigate to Templates. Select the template you'd like to modify and click the edit button.
    
2. In the Default Line Items tab, scroll to Recurring Fees section of the page.
    
3. Add a number to the payment(s) upfront field to trigger your upfront payment request on invoice.
    
4. Click Save Template.

Note: Recurring payments are unavailable for this integration at this time. 

Special Note: 

If you're integrated with both Alternative Payments and QuickBooks Online or Xero, please ensure that you have these settings set up on your Quote templates to avoid issues with these integrations: 

1. Navigate to Templates. Select the template you'd like to modify and click the edit button.
2. Select the Acceptance & Payments tab. Pick one of two options:
   1. Select Disabled under Electronic Acceptance, or
   2. If Electronic Acceptance is Enabled, select either Full Payment or Disabled under Payments. Deposits are not supported at this time. 

Other Notes

• Alternative Payments also accepts payments using ACH (Automated Clearing House).