Payment on Account

Payment on Account is an offline payment method that allows companies to make purchases up to the credit limit that is specified in their profile. Payment on Account can be enabled globally, or per company, and appears during checkout only if enabled. When Payment on Account is used as a payment method, a message appears at the top of the order that indicates the status of the account. To configure Payment on Account for a specific company, see: Updating a Company Profile.

Payment on Account
Payment on Account

To configure payment on account:

  1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

  2. In the panel on the left, choose Payment Methods.

  3. Expand the Payment on Account section. Then, do the following:

    • After the Enabled field, clear the Use system value checkbox. Then, set Enabled to “Yes”.

    • If you want to change the default title, “Payment on Account,” clear the Use system value checkbox. Then, enter the title that you want to appear during checkout.

    • By default New Order Status is set to “Pending” until receipt of payment is confirmed. To change the default status, clear the Use system value checkbox. Then, choose one of the following settings:

      • Processing
      • Suspected Fraud
    • Set Payment from Applicable Countries to one of the following:

      All Allowed Countries Companies from all countries specified in your store configuration can use Payment on Account.
      Specific Countries After choosing this option, the Payment from Specific Countries list appears. Select each country in the list where companies can use Payment on Account.
    • Set Minimum Order Total and Maximum Order Total to the order amounts required to qualify for this payment method.

      An order qualifies if the total falls between, or exactly matches, the minimum or maximum total values.

    • Enter a Sort Order number to determine the position of Payment on Account in the list of payment methods that is shown during checkout. (0 = first, 1 = second, 2 = third, and so on.)

  4. When complete, tap Save Config.