Payment Methods

enabling payment methods payment methods please refer to my cart interface docid\ efevur a3ycjxuhvrr7t for full details on what payment methods sparklayer supports and how they work request for quote the sparklayer quoting engine docid 8a4opninduyfs3pup tuo introduces a unified solution that streamlines the entire "quote to order" process directly from your existing online store it allows you to handle quotes more effectively, converting them into completed orders faster than ever! the sparklayer quoting engine docid 8a4opninduyfs3pup tuo works by allowing your b2b customers to easily submit quotes for review, and for your sales team to then communicate with the customer until they're ready to complete their order learn more in our full guide docid 8a4opninduyfs3pup tuo enabling net payment terms looking to enable net payment terms? please refer to our guide here docid\ ywm70oquosykooiqb4z4g for full details on how this works credit & credit limits looking to enable credit limits? please refer to our guide here docid\ ywm70oquosykooiqb4z4g for full details on how this works custom payment messages on the final step of the my cart interface docid\ efevur a3ycjxuhvrr7t , review & pay, it's possible to display a "custom payment messages" that let you add additional details about a payment method for example, if a customer is paying by "pay by invoice", you could add some additional text to inform them on how this process works learn more about how to set this up in our guide here docid\ o3ndhzbcxiswh6m6satdt updating payment method names by default, sparklayer will show the payment methods to customers with the names shown below payment method name shown to customers payment by invoice pay by invoice payment on account pay on account upfront payment pay online by card request for quote request for quote updating language and text you can update the default text by adding code to your core script docid\ qwxsym9x5 pviogutekcp learn more docid\ klrs7wtxn3wncdy8z5zvu about how to update text on sparklayer / add the below code into the sparklayer core script / / please refer to our help guide on how to do this / translations { en { "cart checkout payment method full paymentbyinvoice" "pay by invoice", "cart checkout payment method full paymentonaccount" "pay on account", "cart checkout payment method full upfrontpayment" "pay online by card", "cart checkout payment method full quote" "request for quote", "cart checkout payment providers quote message" "please note when requesting a quote for your order, our team will review and notify you within 2 working days before processing ", } }, / end of code / custom payment messages on the final step of the my cart interface docid\ efevur a3ycjxuhvrr7t , review & pay, it's possible to display a "custom payment messages" that let you add additional details about a payment method for example, if a customer is paying by "pay by invoice", you could add some additional text to inform them on how this process works see our guide here docid\ o3ndhzbcxiswh6m6satdt to get started changing the order of payment methods setting up payment methods if you're looking to adjust which payment methods your b2b customers can see, you can manage this via the sparklayer customer groups https //app sparklayer io/customers/groups area learn more docid 5 lwmnohhjbjjppg9e6vh when a customer reaches the payment step of the my cart interface docid\ efevur a3ycjxuhvrr7t , they'll see all available payment methods you've set against their customer group if you'd like to configure the order of the payment methods and which payment method shows by default, you can apply a special setting to your website as shown below updating the display you can update the default display by adding code to your core script docid\ qwxsym9x5 pviogutekcp learn more docid\ qwxsym9x5 pviogutekcp about how to update display settings on sparklayer / add the below code into the sparklayer core script / / please refer to our help guide on how to do this / paymentmethodsorder \[ "paymentonaccount", "paymentbyinvoice", "upfrontpayment", "quote", ], / end of code / setting the default payment method setting up payment methods if you're looking to adjust which payment methods your b2b customers can see, you can manage this via the sparklayer customer groups https //app sparklayer io/customers/groups area learn more docid 5 lwmnohhjbjjppg9e6vh if you'd like to change the default payment methods customers see, you can modify the code sample detailed in "changing the order of payment methods" in the example detailed above, payment on account is listed first, making it the default shown to customers you can amend the ordering using the naming conventions below payment method setting name payment by invoice paymentbyinvoice payment on account paymentonaccount upfront payment upfrontpayment request for quote quote for example, if you wanted "upfront payment" to be the default, you would modify the code as shown below / add the below code into the sparklayer core script / / please refer to our help guide on how to do this / paymentmethodsorder \[ "upfrontpayment", "paymentonaccount", "paymentbyinvoice", "quote", ], / end of code / customising "upfront" payment methods sparklayer supports a payment method called "pay online by card" that b2b customers can select during the payment step of the my cart interface docid\ efevur a3ycjxuhvrr7t once selected, the customer will then be directed through to your standard checkout process to make payment depending on which platform you're using, it's possible to customise which payment methods show by default, when your b2b customers select "pay online by card", they'll be taken to the shopify checkout and will see all shopify payment methods you have set up (e g card payment, paypal, etc) you can learn more about shopify payment methods here https //help shopify com/en/manual/payments/additional payment methods no customisations applicable , they'll be directed to the shopify checkout it's possible to conditionally hide and show payment methods should you require your b2b customers to only see specific payment types when they checkout to get started, visit the shopify app store and search for apps that support "hiding payment methods" one such app is "etp hide and sort payment methods" https //apps shopify com/etp hide sort payments? within the app, you can then configure rules to detect a b2b customer, simply add a rule that filters on a tag of b2b being present it's important to note that the payment type "credit card" can only be hidden if your shopify store is on the shopify plus plan (this is due to limitations with the shopify payment customization api ) in the example below, the payment types "paypal" and "cash on delivery (cod)" have both been hidden for b2b customers payments visibility give your customers full transparency over their payment statuses directly within the my account area by enabling payments visibility, customers can track order payment statuses, view detailed transaction histories, and track outstanding balances without needing to contact your support team to get started, go to your sparklayer dashboard, open settings from the left hand menu, and select configurations https //app sparklayer io/configuration/settings/general find the enable payments visibility option, switch the toggle to on , and save your changes when updating the payment status within shopify, this will simply reflect within the my account interface docid\ lqxani7ivdqna09d9soap giving the customer an easy way to see the full status of their order for any order, the customer can see the payment status in a new column "payment" in addition to the payment status updating, the timeline & communications docid\ kf gd3nhsxlrn2zzvla1y view will also give a log of when the payment was made and the payment total this feature is not currently available for other platforms payments account balance sparklayer calculates a real time "account balance" for your customers to get started, go to your sparklayer dashboard, open settings from the left hand menu, and select configurations https //app sparklayer io/configuration/settings/general find the enable payments visibility option, switch the toggle to on , and save your changes it does this by taking a starting point (the opening balance ) and then automatically tracking all subsequent orders and payments self service tracking customers can see exactly which orders are paid or outstanding reduced admin decreases "balance inquiry" emails and phone calls to your team multi platform support compatible with shopify, xero, and quickbooks online setting an opening balance to show an accurate balance, sparklayer needs a starting point this is a "point in time" snapshot of what the customer owes your business you can set this up using customer metafields if you haven't enabled these yet, please see our credit, net terms, & invoicing guide https //docs sparklayer io/credit net terms and invoicing to set the opening balance, update the credit limit and account balance metafield for a specific customer using the format below property description example balance the amount owed at a specific date 150 00 balance date the date the balance was recorded (rfc3339 format) 2025 01 01t18 00 00+08 00 example snippet { "credit limit" 10000, "balance" 150, "balance date" "2025 01 01t18 00 00+08 00" } need help formatting the balance date? you can use a free online rfc3339 converter https //time now/tool/rfc 3339 converter/ to generate the correct string whenever you manually update the metafield values, sparklayer will automatically recalculate the customer's balance based on the new information faqs how often does the customer's balance update? sparklayer recalculates the balance automatically whenever a new order is placed or a payment is synced from your store or accounting tool (xero/quickbooks) can i update balances in bulk? yes, you can use shopify’s bulk editor or a csv import tool to update the "credit limit and account balance" metafield for multiple customers at once