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Creating and assigning payment methods

This topic describes how to 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.

Creating 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.

Creating 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.

Assigning a payment method to the customer

  1. Go to Admin Console > Administration > System > Settings.

  2. In the search box enter and select Enable Purchase Order.

  3. Validate YES is selected. This makes the PO Number field and Payment Terms options available in the Payment Method drop-down on the Review and Pay page. The default value is YES.

The next step is assigning a customer to a purchase order. All purchase orders need to be assigned to customers; credit cards do not need to be assigned customers.

  1. Go to Admin Console > Customers.
  2. Select the 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.
  5. Click Save.

The payment term will now appear on the checkout page and be available for clients to select.


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