Managing payment methods

Proceed as follows to specify the payment method to be set by default in the order process in your online shop.

You need to permit payment methods in the basic settings of your customer classes. These settings also relate to the standard end customers. New payment methods need to be added to the list of permitted payment methods. Vice versa, you can exclude payment methods from this list to prevent the payment methods from being used by a particular customer class. After having set up a new payment method in your system, check the settings under Permitted payment methods for each of your customer classes. For further information, refer to the Creating a customer class page.

You can offer your customers a discount when they use a specific payment method. This is a customer class setting which enables you to offer a discount on payment methods in the online shop. For information on how to set this up, refer to the chapter Setting up a discount based on the method of payment of the manual.

Some payment methods require items to be shipped before the payment was received, e.g. with payment on invoice. If the stock is limited to net stock, then the system will check whether stock is available and will set the corresponding order in status 4 or 5. To solve this, go to Setup » Orders » Settings and select YES for the option Status changes to 4 instead of 5 if stock is missing. If there is no limitation set up for the stock, then the order will be placed directly in status 5.

The following payment methods require shipping before payment:

For further information, refer to the Stocks page of the manual.

Payment methods for markets are payment methods which are necessary to flag incoming payments from integrated markets. In general, the market payment methods do not have to be completely set up. They only have to be activated. Not activating the payment method can cause problems during payment processing. Learn how to activate the payment methods for markets on the respective markets' pages. Table 1 provides an overview.