Create and assign payment methods
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
- Go to Admin Console > Sales > Payment Methods.
- Click Add Payment Method.
- In the Name field, enter the name of the payment method.
Note
This field must match the ERP code that was setup during implementation.
- Enter a description in the Description field.
Note
The Credit Card toggle should only be switched to Yes if setting credit card options.
- 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.
- 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.
- Click Save.
Create a credit card payment option
- Go to Admin Console > Sales > Payment Methods.
- Click Add Payment Method.
- In the Name field, enter the name of the Payment Method.
Note
This field must match the ERP code that was setup during implementation.
- Enter a description in the Description field.
- Set the Is Credit Card field to True.
- 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.
- 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.
- 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.
- Go to Admin Console > Customers
- Select a Customer by clicking Edit.
- Scroll down to the Billing section.
- In the Default Payment Method drop-down menu, select the desired payment method (that is PO).
- 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.
- Go to Administration > System > Settings in the Admin Console.
- Search for Disallow Credit Cards for Terms Customers.
- 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.
- Click Save.