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