If you want to send a quote to your customers without using Plannit to complete the transaction, it is recommended that you remove the payment methods to avoid any confusion with your customers when receiving the quote.
Here's how to do it:
In the quote:
Click on a payment in the "Payment Schedule."
Delete each "Payment Method" by clicking on the small.
Save the changes.
Repeat these same steps for each payment.
2. The customer will no longer be able to select a payment option:
