Create and assign payment methods

  • Updated

Payment methods are generally created during the implementation process; however, there are procedures in the Admin Console to create these payment methods manually, if needed.

Create a purchase order payment option

  1. Go to Admin Console > Sales > Payment Methods.
  2. Click Add Payment Method.
  3. In the Name field, enter the name of the payment method.

    This field must match the ERP code that was setup during implementation.

  4. Enter a description in the Description field.

    The Credit Card toggle should only be switched to Yes if setting credit card options.

  5. In the Active On field, click the calendar and clock the buttons to select a date and time for when the Purchase Order will be set to activate.
  6. In the Deactivate field, click the calendar and clock the buttons to select a date and time for when the Purchase Order will be set to deactivate. In most instances this field is left blank.
  7. Click Save.

Create a credit card payment option

  1. Go to Admin Console > Sales > Payment Methods.
  2. Click Add Payment Method.
  3. In the Name field, enter the name of the Payment Method.

    This field must match the ERP code that was setup during implementation.

  4. Enter a description in the Description field.
  5. Set the Is Credit Card field to True.
  6. In the Active field, click the calendar button and the time drop-down menus to select a date and time for the purchase order option to activate.
  7. In the Deactivate field, click the calendar button and the time drop-down menus to select a date and time for the purchase order option to deactivate. In most instances this field is left blank.
  8. Click Save to accept changes.

Assign the purchase order payment method to a customer

First be sure you Configure Purchase Orders for the site. Next, assign a customer to a purchase order. You must assign all purchase orders to customers, but you do not need to assign credit cards to customers.

  1. Go to Admin Console > Customers
  2. Select a Customer by clicking Edit.
  3. Scroll down to the Billing section.
  4. In the Default Payment Method drop-down menu, select the desired payment method (that is PO).
  5. Click Save. The payment term appears on the checkout page for customers to select.

Disallow credit cards for terms customers

Use this setting to prevent a user of your website who already has non-credit card terms associated to them from being able to select credit card terms during the checkout process. This setting is automatic in reverse - when credit card terms are associated to a user, the user is unable to select another terms code.

  1. Go to Administration > System > Settings in the Admin Console.
  2. Search for Disallow Credit Cards for Terms Customers.
  3. Set the toggle to Yes. If yes, customers with a non-credit card default payment method will not see credit card options in the payment method selector on the checkout page.
  4. Click Save.