Restrict Payment Methods by Terms Code

Do you have payment methods that are only available to a subset of customers? With CIMclouds core platform you can restrict payment methods to only display for a subset of accounts based on their terms codes.

Example Applications for Payment Methods by Terms Code:

  • Only Customers with terms code 30, 60, or 90 should get the invoice / bill me the option
  • All Customers¬† except ones with terms code 01 should get the Paypal option
  • Customers with terms code 00 should see the credit card payment method

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