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Payment Terms Payment Method Integration

In OroCommerce, you can use payment terms configured per customer to help them use the payment conditions guaranteed by their contract with your company.

Payment term is a set of conditions required for the sale to be completed, e.g. the period that is allowed to a buyer to pay off the amount due. Payment terms may also include cash in advance requirement, cash collection on delivery, a deferred payment period of 10/20/30 days, etc.

To use Payment Terms in your OroCommerce Front Store, you need to Enable Payment Terms as Integration and then Create Payment Terms with the conditions you would like to offer your buyers. You can Link Payment Term to a Customer Based on Their Sales Agreement.

Enable Payment Terms as Integration

This section describes the steps that are necessary to expose payment terms as a payment method for OroCommerce orders and quotes.

To enable payment using payment terms:

  1. Navigate to the Manage Integrations page by clicking System > Integrations > Manage Integrations in the main menu.

  2. Click Create Integration and select Payment Terms as integration type:

  3. Type in the Common Integration Details:

    • Name—The payment method name that is shown as an option for payment configuration in the OroCommerce Management Console.

    • Label—The payment method name/label that is shown as a payment option for the buyer in the OroCommerce Store Front during the checkout. It may not include the payment processor name if you want to hide it from the buyers. For example, you can enter ‘Credit Card Payments’ if you have a single payment method configured for processing credit cards.

      Click the Translations icon to provide spelling for different languages. Click the Default Language icon to return to the single-language view.

    • Short label—The payment method name/label that is shown in the order details in the OroCommerce Management Console and Front Store after the order is submitted.

      Click the Translations icon to provide spelling for different languages. Click the Default Language icon to return to the single-language view.

    • Status—Set the status to Active to enable the integration.

    • Default Owner—A user who is responsible for this integration and manages it.

  4. Set status to Active to enable the integration.

  5. Click Save.

Next, set up a payment rule that enables this payment method for all or some customer orders, create individual payment terms based on the sales agreement with your customers to cover all the agreed payment terms/options, and bind your customers to their respective payment term. You may use only one payment term per B2B customer.

Create Payment Terms

To create a new Payment Term:

  1. Navigate to Sales > Payment Terms using the main menu.
  1. Click Create Payment Term. The following page opens:
  1. Type in the label that is informative for both the sales person and the customer buyer, as it will be exposed as one of the payment options for both parties.
  2. Tick the Has Payment Term box for the customers who will use this payment term.
  3. Click Save.