Create Payment Methods

Overview:

This article details how to setup payment methods on your website.  Payment methods are used by your customers when placing an online order, or paying an invoice online.

Payment methods are created and managed in the Settings Workspace of your Worker Portal, under Payment Processing > Payment Methods.

Creating / Updating a Payment Method:

While logged into the Worker Portal, navigate to Settings Workspace > Payment Processing > Payment Methods.  

Here you will see a list of default payment methods setup on the website.  You can edit existing payment methods by clicking on the “Edit” link in the “Actions” column.

To create a new payment method, click on the “+” icon in the left hand menu, or the “+ Add Payment Method” button in the top right hand corner.

Below are a list of the fields or settings that you can configure on each payment method:

General Information:

• Status
  • Determines if the Payment Method is available (enabled) on the site for customers.
• Reference ID
  • An internal reference to the Payment method.  This value can be any combination of characters; however, it must be unique to all other Payment Methods.
• Name
  • The Payment Method name as seen by customers.
• Description/Help Text
  • The text that is displayed as a help tip to the customer when using or selecting the Payment Method.
• Confirmation HTML
  • The text that will display in the order confirmation email.

Payment Settings:

• Process Payment Using
  • There are 3 ways to have the payment processed:
    • Credit card Merchant Account
      • Accepted Credit Cards
    • ACH / Check Draft
      • **Currently only available for paying invoices online
    • PayPal
    • N/A – Payment Processed Offline
      • The payment is not processed on the website, but the customer’s information is collected so that they can be charged at a later time.
        
      • A common example of a payment method using this type of processing is “Invoice” or “Bill Me”, where the customer has NET terms and will be invoiced/billed for their order.
• Payment Type
  • A method of tracking how the customer paid.  Typical values for this are cc, billme, or paypal.  
• Collect PO Number
  • Configure whether or not the Payment Method requires the customer to enter a PO number.
• Is PO Number Required
  • Determines whether the PO Number is a required field for this payment method

Display Settings:

• Position
  • The position the Payment Method is displayed to the user.  The values are ascending (a lower number shows before a higher number).
  • The first payment method based on the Position is selected by default when placing an order.
• Display on Pages
  • The pages the Payment Method display on.  The 3 choices are:
    • Payment Page (for online orders) 
    • Create Invoice Payment Page (for paying invoices online)
• Display When
  • Set the logic for when the Payment Method is shown.  The 3 options are:
    • Always
      • Shows to users all the time
    • Default
      • Show To Users Without A Terms Code or Users with a Terms Code that Matches the Below List.
    • Restricted 
      • Show Only to Users with a Terms Code Matching the Below List.
• Terms Code 
  • The Terms Code a customer must have (set on their account) for the Payment Method to be an available to them.
• Only Show if Balance is Zero
  • An option to allow the Payment Method to show if the balance on the order is 0.

FAQ’s

1. How can I set the default payment method that is selected when a customer places an order?

The default payment method will be the first available payment method based on the “position” field.  Please note that for a given order, the payment page will keep the previously selected payment method.

2. How can I control what payment methods are available to different customers?

Payment methods can be configured to show to different customers based on the terms code that customer has.  To restrict a payment method to specific customers, set the “Display When” field on the payment method to “Restricted”, and then configure what terms codes the payment method will display for.

See also Restrict Payment Methods by Terms Code