Did You Know there are four payment options which can be enabled per user group?

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Propago has four different payment options available and you can customize which options each user group has access to.

Note, you can also set these options at the customer level, which will change what options new user groups have enabled by default.

Payment options consist of the following:

– Credit Card

– PO (Purchase Orders)

– Deferred Billing (Bill Me Later)

– Co-op Only

Benefits to the Client

  • Flexibility to offer the payment options that work best for their users.
  • Ability to give different users different payment options.
  • Allow some users to defer payment.

How It Works

To change a user group’s payment options:

  • Go to Portals / Select a Customer / User Groups / Select a User Group / Settings.
  • In the Price/Payment Settings section, use the Allow Payment Options drop-down menu to check the payment options you want to enable.
  • Click Save.

Below is a quick review of how each option works in the portal.

– Credit Card

This option allows you to accept credit cards from the portal when the user submits their order.  Before you set this as an option you will need to have the gateway credentials available first.

1.) Go to System / Site / Payment Gateway

2.) Add Gateway and input your credentials

3.) Once you have added the gateway go to the portal and submit a test order.

4.) The order should be submitted along with a pre-authorization number (Note: Each gateway is a little different and the amount and methods used for pre-authorization will vary). 

5.) Once the order is submitted, go to the backend / Orders / Process payment page and you will find the pre-authorization and order number on this page.  You can choose to close or process the payment at this time.

6.) Additionally, there is also an option on the customer basic information page that allows you to set whether to automatically capture payment at the time of order or authorize the payment.

7.) Lastly, on the Customer Detail / Settings page, there is an option to Allow Saved Credit Cards.  This allows the user to opt to select the credit card they want to use by checking the optional last four digits of the card from the place order page.

– PO

This option allows the user to input a PO number at the time of order.  This PO number can be found in the Order Details of the order as well as in the Process Payment page if you go to Portals / Customer Detail / Settings and set the Create Payment Record for All = “Yes”. 

– Deferred Billing

This option allows user to submit their orders without payment submission.  You can pull order-level reports to capture all deferred billing totals and details by utilizing the reporting features.

Go to Reports menu / Standard Reports / Click Orders / then Order Top Level.

Select the customer and then you can further filter and customize the report as needed to obtain the data needed for your internal processes.

– Co-op Only

This option allows users to pay with their co-op funds.  Note, if they have not been assigned funds or co-op buckets, then they will not be able to submit their orders.  You can assign co-op funds to the users by logging into the portal as a Portal Admin and going to Admin / Set up / Co-op Funds.

For more information about co-op buckets, see this Did You Know: Did You Know with Co-op Buckets you can segment and control the use of co-op funds?

Contact our support team at: support@propago.com or 512.522.2883

Find all of our Did You Knows here: Knowledge Library

Published by Austin Wyman