How payments work
Applies toShopify
Every B2B order is paid one of 3 ways. In the guide below, pick the options you use, such as how you send invoices or whether a customer has a credit limit, and each flow shows what the customer, SparkLayer, Shopify and your accounting software do.
The 3 payment methods
Customers choose a method on the Review & Pay step of the My Cart, from the methods their customer group allows. Quotes aren't a payment method: with the Quoting Engine, the customer chooses how to pay when they complete the quote.
| Payment method | Pay Online by Card | Pay by Invoice | Pay on Account |
|---|---|---|---|
| The customer pays | At the Shopify checkout | After you invoice them | By their due date, for example Net 30 |
| The order arrives in Shopify as | A paid order | A draft order, or an unpaid order with auto-complete on | A draft order with payment terms, or an unpaid order with auto-complete on |
| In the customer group rule | Card at checkout | Pay by invoice | Payment on account |
Pay Online by Card
The customer pays in full at your Shopify checkout, and the order arrives paid. In SparkLayer, card is simply on or off for each customer group. When a sales rep orders for a customer and chooses card, the customer is emailed a link to pay.
Pay by Invoice
The customer orders without paying, and you invoice them. Send the invoice from the Shopify draft order, with SparkLayer Invoices, or through Xero or QuickBooks Online. Shopify's Send invoice is only on draft orders, so use it with Auto-complete draft orders off. See Choose how to send invoices.
Pay on Account
The customer orders within their credit limit and pays on their net terms. You set both on the customer, in the Credit Limit and Account Balance metafield. By default, Pay on Account is turned off for an order over the credit limit. With Xero, payments on the invoice reduce the customer's balance automatically; QuickBooks Online doesn't send payments back. See Credit limits and net terms.
Next steps
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