Shopify Payment Methods
SparkLayer supports the ability for customers to use offline payments such as "Pay by Invoice" and "Pay on Account" that allows you to review their orders before processing them. Once enabled for a customer group, this will show as a payment method within the checkout flow.
When a customer selects "Pay on Account" or "Pay by Invoice", the flow works as follows:
A Draft Order is created
When a customer places an order as a quote, the order will by default enter Shopify in the Draft order status. Just as with any order in Shopify, you'll see the customer's details on the top right and you can review and edit their order contents.
Sending an invoice
To send an invoice, simply click the Send invoice button beneath the order totals.
This will then trigger an email to the customer where they can they review the order and make payment online.
You can edit this email template by going to Settings > Notifications within Shopify and search for the Draft order invoice template
Once the customer completes their purchase by making payment, the order is then marked as paid and will then display within your Shopify Orders area.
If you are looking for other ways to manage invoicing, please see our guide here.
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.
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"
- 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.
