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attendo Pay

Collect the deposit the moment they accept

Your customer accepts the quote and pays the deposit right there, by card on your gateway or by bank transfer with proof of payment. The payment is logged on the record, with no chasing by email.

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  • Card data never passes through attendo
  • Branded payment pages
  • The deposit is requested only once

Sales and payments

attendo Pay: what it does

Card payments on your gateway

The customer pays on the payment gateway you already have. The card never passes through attendo’s servers, and the receipt shows which card was used.

Payment from the quote

The payment is taken from the quote itself, when the web quote is accepted or from the document’s record. Each installment paid is marked and never charged again.

Bank transfer with proof

If they prefer to transfer, the customer attaches the proof of payment from the same page. Once you confirm the funds, “Record payment” marks the quote as paid, with the proof on its record.

Saved card, if they want

They can save their card for later payments on that quote. It is a box they check themselves, and it is not checked by default. attendo keeps only the brand, the last four digits and the expiry date.

With your brand

Payment pages carry the brand of the company that issued the document. If you work with several companies, each customer sees the brand of the one that sent them the quote.

Requested only once

When the quote becomes an order, the deposit is not requested again. And if you turn on payments in your ERP connector, what has already been collected travels with the document. That way the ERP accounts for it when invoicing.

How it works

Step by step

This is how it is used day to day, on the same document as the rest of the modules.

  1. Step 1

    Connect your gateway

    It is set up with your payment account credentials. Without it, the customer can pay by bank transfer with proof of payment.

  2. Step 2

    Set the deposit

    You enter it on the quote itself, alongside its payment terms.

  3. Step 3

    The customer pays

    When accepting the web quote or from the document’s payment page, by card or with proof of their bank transfer.

  4. Step 4

    It is recorded

    The document is marked paid, with its proof of payment. The order goes out without asking for the deposit again.

Where it is used

It fits every area

Industry solutions

attendo CRM attendo After-Sales

Industries that use it

Use cases by department

Finance and administration Sales and after-sales

Honesty

Where it fits (and where it does not)

  • attendo Pay is not a payment gateway: it collects through yours, which you need to have in place.

  • Collecting a payment is not invoicing. The invoice is issued by your connected ERP: attendo is not an ERP or accounting software.

  • It does not store the card number. Only the brand, the last four digits and the expiry date, and only if the customer asks.

  • It does not check with the bank that a transfer has arrived. Someone on your team confirms it with “Record payment”.

Works with

Modules that go hand in hand

Quote management and web quotes

Quotes with options that the customer opens, picks and accepts

See Web quotes

attendo eSign

E-signature for the quote or the contract, right from its record

See attendo eSign

ERP integrations

Odoo, SAP Business One, Business Central and Holded, connected

See ERP integration

Glossary

Glossary terms

Sales and customers

Deposit

Upfront payment · down payment · advance payment

A deposit is the part of the price a customer pays up front, when accepting the quote or before the work starts, and it is then deducted from the total.

Sales and customers

Payment gateway

Online payment gateway · card processing

A payment gateway is the service that processes a card payment online: it captures the card, asks the customer’s bank for authorization and gets the money to your account.

See all 53 glossary terms

Frequently asked questions

Frequently asked questions

Do you store card details?

Not the number. The card stays on the bank’s gateway, and attendo only keeps the brand, the last four digits and the expiry date to recognize it.

Which gateway do I need?

Your own. attendo Pay collects through the payment gateway you already use, with your credentials, and we confirm whether it is compatible before turning it on.

What is the PCI scope?

We confirm it in writing for your case. The card does not pass through attendo, but we do not treat any scope as settled until it is validated.

What if the customer pays by bank transfer?

They attach the proof of payment from the same page. Once you confirm the funds, “Record payment” marks the document as paid.

Does the payment reach my ERP?

It can. Payments are one of the areas you turn on in your ERP connector. Every connector is tested first in your test environment.

Request a demo

Try it with your processes

We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you.

  • With your operation, not a generic demo
  • A real person from our team replies
  • No cold calls afterwards

Would you rather talk first?

Which area do you want to see in the demo?

With your work email we prepare the demo around your case.

In one or two sentences.

If you chose Maintenance (CMMS)

If you chose Field work (Field Service)

If you chose Facility Management

If you chose any other area

Only if you would rather we call you.

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What happens when you send it. Someone from our team reads what you tell us and writes to you to agree on a time for the demo. Our hours: Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM, Spain time.