Admin > Site Configuration > Payment Terms (Method) and Payment Profile
Payment Terms (Payment Method on older version)
The Payment Terms are pulled from ERP via GetUsers API and created automatically as they appear in ERP.
With the Payment Terms maintenance you can create additional payment terms, control which payment terms will require user to complete successful credit card payment to be able to submit the order, and if the payment term in ERP should be the default payment term presented to the user at checkout.
Payment Method Name: The short name displayed on Checkout page, e.g. "Credit Card", "Net 30", ..
Payment Method BONum: The code in ERP that represents the payment method, e.g. 1 for Credit Card, 2 for Net 30 , .. This number/code is used when exporting the order to ERP to assign the right payment terms to the order.
Default Payment Method: Is used in conjunction with Payment Profile. If set to Yes, it will be the Default Payment Term
Payment Gateway: If "Yes" , the order requires successful Credit Card Payment.
If "No" , the order can be submitted to ERP without Credit Card payment , applicable for e.g. Net 30.
Description: This can hold additional information about the Payment term. The Description will be displayed on the Checkout page. e.g. "Apply for CIT" , "For new customers the order will be on hold until credit checks have been completed. Any questions contact our customer service ... ".
Payment Profile
Enables you to offer a user a controlled selection of Payment Terms at checkout. The alternative payment terms are likely to be dependant on the payment term assigned to Customer in ERP.
E.g. a Customer which has Net 30 in ERP can be offered to pay either Net 30 or Credit Card at checkout. But a customer with Credit Card as payment terms in ERP should not be offered Net 30 at checkout.
One Payment Profile for each Payment Term is created automatically when importing Users via API.
By Default, each Payment Profile will only hold the one Payment Term which is assigned to the User (Customer) in ERP. i.e. by default, no payment term options are presented at checkout, only the payment term on the customers account in ERP is available at checkout.
To provide the Customer with payment terms options, add Multiple Payment Terms to a Payment Profile.
The Payment Profile is linked to a User (Customer)
To support the scenario above,
Add "Credit Card" to Payment profile "Net 30" . ( Do not add "Net 30" to Payment Profile "Credit Card).
Advanced: If you have Payment Terms in ERP that should no longer be used. e.g. "old-do-not-use", this will automatically create a both the payment term and payment profile with this name. Once the payment profile exists, you can remove the unwanted Payment Term ("old-do-not-use") and assign the payment Terms that should be presented to the Customer at checkout. e.g. "Credit Card".