Payment Methods

enabling payment methods payment methods please refer to docid\ efevur a3ycjxuhvrr7t for full details on what payment methods sparklayer supports and how they work request for quote the sparklayer 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 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 docid 8a4opninduyfs3pup tuo enabling net payment terms looking to enable net payment terms? please refer to docid\ ywm70oquosykooiqb4z4g for full details on how this works credit & credit limits looking to enable credit limits? please refer to docid\ ywm70oquosykooiqb4z4g for full details on how this works custom payment messages on the final step of the 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 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 docid\ qwxsym9x5 pviogutekcp 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 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 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 https //app sparklayer io/customers/groups area docid 5 lwmnohhjbjjppg9e6vh when a customer reaches the payment step of the 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 docid\ qwxsym9x5 pviogutekcp 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 https //app sparklayer io/customers/groups area 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 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 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 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