Payments
Payment process
The payment process in Optimizely Configured Commerce has a few variations, depending on whether you enabled saved credit cards on your website. Your ERP may also require a payment card token instead of an authorization token to process a transaction, which requires you to enable and use your payment gateway's vault.
Payment methods overview
Optimizely Configured Commerce supports a number of payment methods and gateways to capture and secure funds for the items or services that you sell on your eCommerce website. These payment methods are configurable to your business needs and allow you to accept payments in the following forms Purchase Order Payment Terms Credit Card Payment Gateways Gift Cards When you initially implement Configured Commerce, be sure you are using only one credit card terms code and that you map it properly.
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. Go to Admin Console > Sales > Payment Methods.
Enable Google Pay
You can use Google Pay during checkout with Optimizely Configured Commerce for both the standard checkout flow and one-page checkout . Go to Settings > Order Management in the Admin Console.
Configure purchase orders
Purchase orders (POs)are commercial documents used to define the types, quantities, and prices for objects or services in a transaction. You can use a global website setting to require all customers to enter PO numbers to check out or you can set this requirement at the customer level.
Submit a transaction
You can manually create credit card transactions within the Admin Console under Sales > Transactions . This allows users to resubmit orders for customers for various business reasons.
Set up accounts receivable aging
Accounts Receivable (A/R) aging is a standard feature that can be implemented via a real-time API call or a refresh integration. If this feature is implemented, A/R data displays on the Invoice History list page on the website and is visible to authenticated users who already have access to see Invoices.
Credit a transaction
You can submit credit requests for credit card transactions in the Admin Console under Sales > Transactions . Go to Sales > Transactions in the Admin Console.
Manage saved credit cards
Enable Saved Credit Cards on your Optimizely Configured Commerce website to streamline the checkout process for your customers. This feature allows customers to add and manage saved credit cards, then select a saved card during checkout instead of having to enter their full credit card details for each transaction.
Limit credit transactions
You can submit credit requests for credit card transactions in the Admin Console under Sales > Transactions . Enabling the Limit Credit Transactions setting limits the amount of a credit request to only the order amount or lower.