B2B - Setting up Payments for the B2B Portal

To make sure that your system is ready for Payments within the B2B portal, set up these areas.

  • Set Up Your Payment Gateway

    • Setting up a Payment Gateway
    • Your Payment Gateway also needs to have a default Payment Method selected.
    • Payment Methods can be set in Admin > Profile Lists > Payment Methods
  • Set Up Your Terms

    • Set up your Payment Terms
    • If your terms are set to Full Payment on Order -
      • The Customer will enter their Credit Card info at the end of checkout and that's how the Payment will be processed through your Payment Gateway
    • If your terms are set to Net50 for example -
      • The Customer will enter their personal Customer Purchase Order for this transaction at the end of checkout
  • Preferences

    • We recommend going to Admin > Company Preferences > Sales and checking the preference 'Customer PO must be unique' to avoid any errors with Purchase Orders.
    • Remember to click Save at the top-right!



Return to the B2B Portal Guide