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In the Seamless Customer Portal, you can purchase a quote with online payment with WTBWayToBill.
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Seamless currently supports Invoice and Autogiro with WTB payment gateway integration. |
Before you begin
Make sure you integrate Seamless with WayToBill, and if you're unsure how to do it, you can refer to https://contemi.atlassian.net/wiki/x/H4HigQ
2. Purchase a quote
After finishing entering all the necessary QA of the quote, Seamless Portal will navigate you to the checkout form of WayToBill
Your order Once you've placed your order, it will be shown displayed for confirmation
When adding a new card, the checkout with card dialog will be displayed to confirm your action
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You would need to input all the necessary information about your card and the billing address to process the payment
Please notice that Seamless won’t store your card information. All the details would be stored in the Payment Gateway for security purposes.
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After all the information is correct, you will need to confirm in the 2nd step to process the payment
You can choose the Edit button on the Pay by Card step to update your information
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Seamless will process your payment, and if your payment is successful then the policy will be issued.
3. Purchase a quote with the existing card
At the Payment step when creating a quote, when you choose the payment option as Credit/Debit Card (the name can be different based on the back office configuration), there will be a Pay Now button to show
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When clicking on Pay Now, the checkout form will be displayed. You will choose the linked cards in your profile
When choosing checkout with card, Seamless will process your payment, and if your payment is successful then the policy will be issued. your confirmation. If everything looks good, you can proceed to the Personal Details section to review and update your information.
Once the email is completed, you'll need to select a payment method, either Autogiro (direct debit) or Invoice.
Once all the information is accurate, you'll be prompted to confirm the Terms & Conditions before submitting your payment.
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When it comes to invoices, it's important to double-check your billing details before finalizing the order.
