This article will walk you through how to add a business invoice as a payment method to your online store and define the necessary payment terms. You will also receive instructions on how to manage visibility between business and consumer customers and take into account possible ERP system data transfer. With these instructions, you can offer a business invoice securely and clearly to your own customers, making the work of the ledger easier and the sales process smoother.

Step-by-step instructions

Make sure the invoicing payment method is installed

• In the dashboard, go to Modules > Payment .
• Select Install Module and find the company's billing payment method.
• If the module is not yet installed, install it by pressing the Install Module button.

Define payment zones and visibility

• Open the installed business invoice payment method.
• Select which payment zones you want to display the billing option for.
  • If necessary, you can create a new payment zone to add, for example, Finland and Sweden.
• Specify whether the payment method is on (activation/deactivation) and for whom (consumer, business, or all customers).

Set the payment method sequence number and default receiving mode

• You can choose the order in which different payment methods appear at checkout.
• Set it as your default payment method if you want, or keep it as a backup among other payment options.

Payment method limitations and choices

• If necessary, limit which delivery methods a business invoice is allowed with.
• Decide whether to only show the payment method to certain customers:
  • For example, you can hide the invoice from consumers and only show it to business customers.
  • If you wish, you can also limit the visibility of a business invoice on a customer-by-customer basis, so that a new customer will not see this option until the feature is opened for them.

ERP information and payment terms (if used)

• Where to edit:
  • Open the payment method settings under Modules > Payment and select the installed invoicing payment method.
  • In the ERP ID field, fill in the identifier that the ERP system uses for the payment method.
  • If necessary, add the ERP payment term ID if the interface requires sending a payment term.
• Please note that ERP's payment terms are not visible to the customer directly in the online store, but are for internal use in the ledger.

Payment method display name and description at checkout

• Enter a clear name, e.g. Company Invoice or Rastec Invoicing Customer .
• Add a description that will appear at checkout, e.g. "For business customers only" or "New customers prepayment".
• You can also include general payment terms here, but note that customer-specific terms are defined and confirmed in the ledger.

Third-party invoice provider (optional)

• If you use a third-party invoice provider, install or activate the corresponding payment method in the same way ( Modules > Payment ).
• Remember that credit decisions and risk management are the responsibility of a third party.
• The store displays the payment method to customers directly according to the terms and conditions of the invoice provider.

Verify functionality and test

• Place a test order through your business account to make sure the billing option appears correctly.
• Also check in the ledger or ERP system that the payment terms and the customer's chosen payment method are displayed in the correct format.

Additional tips

• Customer-specific settings : You can specify by customer card or customer group whether a customer can see a business invoice or not.
• Benefits of ERP integration : Customer-specific credit limits and payment terms can be managed in the ERP system. In the online store, they are only displayed in general terms in the general terms of the payment method, but in ERP, the ledger makes the final decision on payment terms and sees the assumption correctly if payment terms had been previously defined for the customer in ERP.
• The same logic applies to delivery methods : If necessary, you can limit or display certain delivery methods only to certain customer groups or geographic regions.

Summary

Adding a business invoice to your online store allows you to offer a flexible payment method to your business customers. The process described above allows you to implement invoicing in a controlled manner, manage restrictions, and ensure that your online store and ERP or ledger work together smoothly. In practice, a business invoice works like any other payment method in your online store, but the ledger makes the final decision on payment terms and invoicing.

Keywords (HelpJuice)

• Business invoice
• Credit
• ERP integration
• Billing payment method
• Payment zones
• Payment terms
• Ledger
• Modules > Payment
• Install Module
• Payment visibility