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How to Make a Sale with a Credit Card via Ally Checkout

How to Make a Sale with a Credit Card via Ally Checkout

Learn how to create quotes with online payment via credit card.

Updated over 3 months ago


The payment method using a credit card in Ally Checkout can be applied to both Personal Quotes and Public Quotes.

For Personal Quotes, simply select the student for whom you want to create the quote and proceed.

For Public Quotes, you need to go to Quotes > Public Quotes.

STEP 1 - Create the Payment Plan
When creating the quote, include the items you want and proceed to the Summary. After that, select the option "New Payment Plan."

STEP 2 - Select the Ally Checkout Payment Method
You will see a notification that your Ally Checkout is activated. Click on the payment method field and select Ally Checkout.

Once you do this, a table will appear showing the total amount, including interest applied based on the number of installments (1 to 12). Select the number of installments and save.

STEP 3 - Receiving the Payment
After saving the payment plan and the quote, you can send the link to the student.

The student will be able to interact with the payment plan by simply clicking on "Pay" and filling out their card details, just like any other online payment method. Once everything is confirmed, you will receive the amount in D+30 (30 days after the transaction), following the standard bank payment processing time.

If you still have any questions, please contact support or reach out via WhatsApp.

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