The Pay with Payment Terms module enhances the payment experience across both the Portal (Invoices) and eCommerce Checkout, by dynamically adjusting available payment options based on the customer’s payment terms configuration.
Key Features
- Smart Payment Filtering on Portal: Displays payment methods only for invoices not configured with payment terms.
- Dynamic Checkout Options: Shows or hides payment providers during checkout based on the customer’s or their parent company’s payment terms.
- Automatic Skipping of Online Payment: When payment terms are applied to a sales order, the payment step is automatically bypassed.
- Term-Based Payment Option: Introduces a custom payment method called “Pay with Payment Term(s)”—allowing confirmation of sales orders without requiring immediate payment.
- Custom Messaging Support: Shows clear and configurable messages to users when using term-based payments for transparency and clarity.
Benefits
- Aligns online behavior with offline agreements
- Smooth checkout for B2B customers with pre-approved terms
- Reduces confusion by hiding irrelevant payment options
- Improves compliance with company credit and invoicing policies
Conclusion
Pay with Payment Terms bridges the gap between real-world payment agreements and online workflows, making your invoicing and checkout processes smarter, cleaner, and more customer-friendly.