Using payment options on your website is a 2-step process, very much like the shipping options. First, you set up all of the payment options that will be used on your website. Second, you assign those options to the people who will be using them.

Payment options are a 2-step process

Setting up payment options for your website takes two steps. The first step is to set up all the payment options that can be used by anybody on your website. Charge accounts, invoicing, pay-by-credit card, all these kinds of payment options will first need to be set up before they can be used by your customers.

The next step is to apply those options to your customers. Perhaps you want only some of your customers to have the ability to pay later by way of an invoice? It's possible in the system to apply that payment method specifically to those customers while hiding it from others.

That's all there is to it!

How to create a new payment option

1. Choose "My Website" from the Control Center's top menu
2. Choose "E-Commerce Settings" from the sidebar menu
3. Choose "Payment Options" From the E-Commerce Settings menu
4. Choose "Add a New Payment Option"
5. Fill in the information for your new payment option
   • Payment Option: Use a descriptive name to help you know what the payment option is. Your customers will not see this value
   • Displayed As: This is how the payment name is presented to the customer
   • This option requires a billing address: Toggles whether or not an address is required with this option. Switch to "No" if no payment address will be needed
6. When finished, click the "Create New Payment Option" button in the lower right corner

How to edit an existing payment option

1. Choose "My Website" from the Control Center's top menu
2. Choose "E-Commerce Settings" from the sidebar menu
3. Choose "Payment Options" From the E-Commerce Settings menu
4. Click the edit button to the right of the payment option you want to update
5. Edit the information as needed
   • Payment Option: Use a descriptive name to help you know what the payment option is. Your customers will not see this value
   • Displayed As: This is how the payment name is presented to the customer
   • This option requires a billing address: Toggles whether or not an address is required with this option. Switch to "No" if no payment address will be needed
6. When finished, click the "Update Payment Option" button in the lower right corner

How to delete a payment option

1. Choose "My Website" from the Control Center's top menu
2. Choose "E-Commerce Settings" from the sidebar menu
3. Choose "Payment Options" From the E-Commerce Settings menu
4. Click the delete button to the right of the payment option you want to remove
5. Note: Deletions are not retroactive -- previous orders using a deleted payment option will still show that option.

How to assign a payment option

Setting the system-wide default

The system-wide defaults are the payment options that are available to all of your customers. You can always override those settings for a particular company, branch or contact, offering more or fewer options. Those instructions are available following these instructions for setting up the defaults.

1. Choose "Accounts" from the Control Center's top menu
2. Choose "Account Settings" from the side menu
3. Choose "Payment Options" from the side menu
4. Place a checkmark in the box next to any payment option you'd like to make available to all of your clients
5. Click "save changes" to finish

Assigning to a company, branch or individual

1. Choose "Accounts" from the Control Center's top menu
2. Choose "Account Settings" from the side menu
3. Choose "Payment Options" from the side menu
4. Use the people search tool in the sidebar to locate the company/branch/individual that you'd like to update.
   • Type any keywords into the first box to filter the company, branch and contact lists to display only accounts that match your input.
   • Then choose the Company, Branch or Contact you'd like to update from the filtered lists.
   • The search filter is thorough: "Smith" will return Smith, smith, Smithsonian, blacksmith.
5. The boxes at the top will indicate whether you are editing a Company, Branch or Contact (and which specific Company, Branch or Contact)
6. Select "Use the Payment Options defined below"
7. Place a checkmark in the box next to every payment option you'd like to make available to the company, branch or contact
8. Click "save changes" to finish

The next step

Now that you've set up shipping and billing options, it's time to see how they're used by your client. We'll be exploring the customer's shopping cart in our next article.