Work / BG Clear

Connecting quotes, orders, and payments

A connected quoting, ordering, and payment portal for a medical equipment distributor.

Client: BG Clear
My part: Portal development with AI coding agents, with hands-on work on ordering, notifications, invoice payments, and access control
Status: LiveSome payment work still being merged
Credits: Built with AI-assisted development, including AI coding agents
Platform: Web application with WooCommerce payment handoff
Live site: bgclear.com

Pay an invoice form with fields for invoice number, amount due, optional name and email, and a continue to payment button — The public invoice payment page customers reach from their invoice link. Captured October 2026.

The problem

Customers, sales representatives, and administrators needed one connected path from catalog and quote through approval, order, invoice, and payment.

What I did

I built the portal with AI coding agents and reviewed what they produced. The parts I worked on most directly were letting representatives turn an approved quote into an order, order notifications, links that let customers pay an invoice, fixes to the payment form, and tightening who can access what.

Decisions that mattered

Separate experiences by role

Customers, representatives, and administrators each get a portal shaped around their own tasks.

Hand payment to the existing stack

Card payments go through the client’s existing WooCommerce and payment gateway setup rather than a new processor.

Confirm payment before marking it paid

An invoice only changes to paid when the payment system confirms the charge.

From quote to paid invoice Steps marked Hands-on are where I did the most direct work.

1. Customer
Builds a quote request from the catalog
2. Representative
Prices the quote within approved ranges
3. Administrator
Approves pricing where needed
4. Representative
Turns the approved quote into an order, with notifications sent
Hands-on
5. Customer
Pays the invoice from a link through the existing payment gateway
Hands-on
6. System
Marks the invoice paid once the payment is confirmed
Hands-on

What was delivered

Three role-based portals
Representatives can turn an approved quote into an order
Order notifications
Invoice payment links and payment state updates

What can be shown

In October 2026 a live end-to-end test payment completed, and the invoice updated to paid automatically.

That is one successful test, not proof of long-term reliability. Some payment work was still being merged when this was written.