Enable Payment With Purchase Orders
Last Updated -
You can enable the Purchase Order payment method so that your customers can use a purchase order number instead of having to enter their credit card information. An order paid by purchase order will be saved in the system with a status of "Pending," and the "Purchase Order number" will be saved to the order so you can then use it to invoice the customer.
If you'd like to enable the Purchase Order payment type on your checkout page, follow these steps:
- Log in to your CoreCommerce admin panel.
- Click
in the upper right corner and click on Payment Settings.
- Make sure Purchase Order is selected under Other Payment Options section then select Continue.
- On the next page scroll down until you see Purchase Order configure your options on the screen and make sure you select which situations you want to be accepted (i.e. Web, Mobile, Phone).
- When done, click Save.
You have a few different options as to how you want to configure purchase orders:
- Purchase orders can be required or optional.
- Purchase orders can be made by all customers, certain customer groups, or specific individual customers.
- If you choose to make purchase orders available only to certain customer groups:
- Customers (left-hand menu) and click Manage Customers.
- Edit the group you want to make eligible for purchase orders.
- Check the option to "Allow PO Payments," then click Save.
- Now when a customer that is tied to this group logs in and orders from you, they will see the option to pay with a purchase order on the checkout page
- To enable purchase orders for specific customers:
- Customers (left-hand menu) and click Manage Customers.
- Edit the customer you want to make eligible for purchase orders.
- Click the Billing tab.
- Check the "Eligible for Purchase Order" option and then click Save.
- Now when that customer logs in and orders from you, on the checkout page, they will see the option to pay with a purchase order on the checkout page.