docs: TurboQuote online payments (setup guide + JS SDK) - #75
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nicolasiscoding wants to merge 7 commits into
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docs: TurboQuote online payments (setup guide + JS SDK)#75nicolasiscoding wants to merge 7 commits into
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- docs/TurboQuote/Setting Up Online Payments.md: user-facing guide to connect Stripe and collect for quotes (no screenshots yet — steps scaffolded). - docs/SDKs/quote-javascript.md: Payments section — createPaymentLink, getPaymentStatus, getPaymentConnectionStatus + the quote.payment.succeeded webhook payload + provider-capabilities note.
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SDK PR: TurboDocx/SDK#35 (draft) — adds the JS SDK payments methods + a runnable E2E example verified green against a live backend. |
… disconnect Extend the Online Payments guide with the new end-user surfaces: a Payment activity log section (the TurboQuote<->Stripe history + refresh), a Troubleshooting section (connected account ID + copy, the 'Having trouble?' diagnostics panel with charges/payouts/requirements and Refresh status), and a Disconnecting Your Payment Account section (steps + what is/isn't affected + reconnecting). Updates keywords and the summary/next-steps.
New TurboQuote guide covering the catalog-sync UX: reading the per-product link status chip (Link / Linked / Sync issue), linking a catalog product to an existing payment-account product, unlinking, importing payment-account products into the catalog (with the default-price/multi-price + category notes), and what happens when a product or price changes in the payment account (rename = no-op, archive/delete = Sync issue + auto re-mint, price change = transparent). Written vendor-neutral (Stripe is the first vendor). sidebar_position 4, after Setting Up Online Payments.
Adds "Your Customer Pays Exactly What They Signed" to the payments guide: when a quote is signed, TurboQuote snapshots the totals (one-time, recurring, tax, term, currency) and charges from that snapshot at pay time — so a later change never surprises the signer with a different number. Automatic, no setup.
…gning Clarifies the plain-English guarantee: the snapshot is taken when the quote is sent — that's when the PDF the customer signs is created — so they're charged exactly the numbers on the document they signed.
Add a 'How Tax Is Collected' section to the online-payments setup guide: the quote's tax rate is applied at checkout (a Tax line on the secure page), recurring renewals stay taxed, and tax is collected into the seller's account. Soften the 'pays exactly' wording — prices are locked exactly; tax is the quoted rate applied at payment and may round by a cent on multi-line orders. Note automatic (address-based) tax as a future option.
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Tax explainer — addressed in
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Summary
Documents the new TurboQuote online-payments feature.
docs/TurboQuote/Setting Up Online Payments.md— connect Stripe (hosted onboarding), confirm Account Readiness, how buyers pay, automatic status tracking, "Your Customer Pays Exactly What's on the Quote They Signed" (the payable snapshot), and a "How Tax Is Collected" section (the quote's tax rate applied at checkout, recurring renewals stay taxed, the per-line rounding caveat, and address-based automatic tax as a future option). Steps scaffolded without screenshots (to add).docs/TurboQuote/Linking Products to Your Payment Account.md— link / import / reconcile catalog products with the payment vendor.docs/SDKs/quote-javascript.md→ Payments section:createPaymentLink,getPaymentStatus,getPaymentConnectionStatus, thequote.payment.succeededwebhook payload, the provider-capabilities note.Status
Backend + JS SDK implemented, unit-tested, and verified end-to-end live (create → pending → paid → outbound webhook delivered). The tax and catalog-link copy is written; fixed-tax checkout has unit coverage but its live Stripe behavior (rendered Tax line) is verified separately. Other 5 SDK languages + screenshots + API-reference pages to follow.
Notes
Draft — pending screenshots and the cross-language SDK port.