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You are currently viewing documentation for version 3.0 which is not a long-term support release. The latest long-term support release is version 1.6

Payment Terms Configuration

In OroCommerce, you can use payment terms configured per customer to help them use the payment conditions guaranteed by their contract with your company.

Payment term is a set of conditions required for the sale to be completed, e.g. the period that is allowed to a buyer to pay off the amount due. Payment terms may also include cash in advance requirement, cash collection on delivery, a deferred payment period of 10/20/30 days, etc.

To use payment terms in your OroCommerce storefront:

  1. Enable Payment Terms Integration.
  2. Create a Payment Term with the conditions you would like to offer your buyers.
  3. Link a Payment Term to a Customer Based on Their Sales Agreement (optional).
  4. Create a payment rule and add your integration to it to display this method to the customers at checkout.

Enable Payment Terms Integration

To expose payment terms as a payment method for OroCommerce orders and quotes, enable payment using payment terms:

  1. Navigate to System > Integrations > Manage Integrations in the main menu.

  2. Click Create Integration and select Payment Terms as the integration type:

  3. In the Common Integration Details, provide the following details:

    • Name—The payment method name that is shown as an option for payment configuration in the OroCommerce Management Console.

    • Label—The payment method name/label that is shown as a payment option for the buyer in the OroCommerce Store Front during the checkout. It may not include the payment processor name if you want to hide it from the buyers. For example, you can enter ‘Credit Card Payments’ if you have a single payment method configured for processing credit cards.

      Click the Translations icon to provide spelling for different languages. Click the same icon again to return to the single-language view.

    • Short label—The payment method name/label that is shown in the order details in the OroCommerce Management Console and Storefront after the order is submitted.

      Click the Translations icon to provide spelling for different languages. Click the same icon again to return to the single-language view.

    • Status—Set the status to Active to enable the integration.

    • Default Owner—A user who is responsible for this integration and manages it.

  4. Set status to Active to enable the integration.

  5. Click Save.

Next, set up a payment rule that enables this payment method for all or some customer orders, create individual payment terms based on the sales agreement with your customers to cover all the agreed payment terms/options, and bind your customers to their respective payment term. You may use only one payment term per customer.

Create a Payment Term

To create a new payment term:

  1. Navigate to Sales > Payment Terms in the main menu.

    Create a new payment method
  2. Click Create Payment Term.

    Provide payment term name
  3. Type in the label that is informative for both the sales person and the customer buyer, as it will be exposed as one of the payment options for both parties.

  4. Click Save.

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