account customers invoiced and non-account customers pay by credit card
Does anyone know how to set up Actinic Business V7.0.6 GBGA account customers to be invoiced by post, whilst non-account customers are charged by credit card etc ?
View | Customer Accounts | ..(edit existing, or launch new).. | Payment Method | Invoice with Order
as the setting for those customers that do not have to make payment when placing an order. NOTE: what displays on THEIR screen can be editted in Design | Text. (e.g., 'Invoice with Order' can be changed to say 'Existing Account Customer' or wotever so they don't need to submit payment....)
Upload to your site.
ANY other customer either NOT logged in, or, logged in but not having this setting, will have to submit payment...
I have 66% straightforward list-price orders / 33% logged-in trade discounted orders (all paid for) then four trusted & known customers who select as above, and pay later. So in your case, print off the invoice and post it to them, ship the goods when you receive payment?
You can also add a payment type called 'payment on account' in view business settings, payment settings, set it to be only available to account customers in there as well. You may also need to set this as an option in the customer acount.
There are several account customer reports as well that you can use to track payments etc.
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