Configure payment options

Customize the payment options that your Buyers can choose from at checkout.

Payment options are ideal if you want to accept payment in many forms. To enable payment options at checkout, Payment Terms must be greater than 0 days. If you want to accept online payment with a credit card and your payment terms are greater than 0 days, you must manually add a credit card as a Payment Option. 

  • You can include the following instructions: "If you wish to pay with a credit card after you place your order please go to your orders tab, click View beside the order you wish to pay, and click the green Pay Now button at the bottom of the order. Thank you."

 

You can select from 3 pre-named payment options (Cash, Check, E-transfer) or define your own. The payment option your Buyer selects at checkout is logged in the following places:

  • On the order email confirmation
  •  On the order record on the Orders tab.
  • In the Orders, Orders Summary and Order Totals reports.

Add a payment option

  1. Go to My Store.
  2. Click Payment.
  3. Click Add Payment Option.
  4. Specify the Payment Option Name.
  5. Specify the Payment Instructions.
  6. Specify which Catalog(s) the payment option should be applied to.
  7. Click Create.

Edit a payment option

  1. Go to My Store.
  2. Click Payment.
  3. Click Edit and make the needed changes.
    • Note: When a payment option is edited, historical records are unaffected.
  4. Click Save.

Delete a payment option

  1. Go to My Store.
  2. Click Payment.
  3. Click the "x" icon.
  4. Click Delete Payment Option to confirm.
    • Note: When a payment option is deleted, historical records are unaffected.