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All CollectionsProduct UpdatesOctober 2024
Enhanced Public Form with Online Payments for Orders, Tickets, and Jobs
Enhanced Public Form with Online Payments for Orders, Tickets, and Jobs

Learn all the details about the latest RemOnline update

Anna avatar
Written by Anna
Updated this week

We’re excited to announce updates to the Public Form for orders, tickets, jobs, and estimates! Here’s what’s new:

  • A more user-friendly and appealing design.

  • New automation options to collect online payments from clients.

  • Expanded language options so clients can interact in their preferred language.

Updated Public Form Design

The improved design makes it much easier and more convenient for your customers to view and understand the information. Here’s what’s changed:

  • Larger font size and form elements for better readability.

  • Information on the page is visually clearer and more organized.

  • Enhanced mobile-responsive version of the form.

  • More prominent document status indicators: awaiting approval, awaiting payment, paid.

  • If at least one payment has been made on an order, a payment history now appears on the public form.

When an order is fully paid, it’s clear from the first glance.

Expanded Language Options for a Global Clientele

With users around the globe, we’ve expanded language options on the Public Form. By default, the form matches the client’s browser language, but they can also choose from 34 available languages.

Note that custom text you’ve entered in estimates or orders won’t be auto-translated. If adjustments are needed in the system translations, let us know, and we’ll address them quickly.

Online Payment for Orders, Tickets, and Jobs via the Public Form

If you’ve set up integration with Stripe, you can enable a payment button on the public form for selected order, ticket, and job statuses, along with automatic status updates after payment.

This means there’s no need to manually generate and send a payment link to the customer. Simply share the public order link once, and the form and document will automatically update according to your business processes.

If you haven’t set up a payment service integration yet, all the necessary instructions can be found in this collection.

Afterward, go to Settings > General to configure online payments in the Workflows section. A step-by-step guide is available.

RemOnline Integration with Stripe Payment Links

Previously, RemOnline was integrated with Stripe Invoices. Now, we’ve switched the integration to Stripe Payment Links. This allows your clients to use a wider range of payment methods, including credit and debit cards, Apple Pay, Google Pay, bank transfers, local payment methods like:

  • iDEAL (Netherlands)

  • Sofort (Germany, Austria, Belgium)

  • Bancontact (Belgium)

  • BLIK (Poland)

  • EPS (Austria)

  • Giropay (Germany)

  • Przelewy24 (Poland)

  • Bacs and Pay by Bank (UK)

You can learn more about the available payment methods this link.

Note that if you've already set up the integration, you don't need to make any changes.

Using the Updated Public Form

The new options allow you to implement various workflows for public order and estimate forms. Here are some examples:

Full Workflow: From Estimate to Paid Order, Ticket, or Job

With the new public form features, you can streamline the entire process from initial estimate to final payment. Set up acceptance buttons for specific estimate statuses, along with automatic conversion to an order, ticket, or job. Enable the payment button for the order itself, allowing clients to review, accept, and proceed to payment—all from the initial public estimate link. This link takes the client through a fully automated process, from proposal to payment.

Approval and Payment for Orders, Tickets, and Jobs without Estimates

If you don’t use estimates, you can still configure acceptance and payment buttons for order, ticket, and job statuses only.

Estimate to Order Conversion without Online Payment

For clients who prefer cash payments or if you don’t use payment integrations, you can still automate order confirmation and conversion processes. Estimates will automatically convert to orders, tickets, or jobs enabling you to manage payments and close orders manually.

Choose the workflows that best fit your business needs—the choice is always yours.

Sending the Public Form to Clients

As a reminder, you can copy the public form link for an order or estimate via the “Actions” button and send it through SMS, Email, or chat.

What’s Coming Next

Looking ahead, we’re working on more Public Form updates, including:

  • E-signatures to let clients sign estimates or orders online.

  • A dedicated settings area to simplify form customization.

We’re also focusing on:

  • Location-based pricing to set different prices by region.

  • Enhanced data importing for faster data management.

Stay tuned to be the first to hear about these changes. If you have any questions or suggestions about this update or RemOnline’s overall performance, please contact our Support team via chat.

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