Skip to main content

Cash in advance

With the Cash in advance plugin, you integrate the payment method Cash in advance in your online shop and make it available to your customers. To do so, download the Cash in advance plugin from the plentyMarketplace . Setup of the payment method is done with an assistant. You also have to carry out a few basic settings in your plentymarkets system so that the payment method is activated in your system.
The explanations in this section apply after adding the plugin. You can find more information on adding and installing plugins in the Plugins section of the manual.

1. Completing the assistant

After you installed the plugin, the corresponding assistant is available in the Setup » Assistants » Plugins menu. Proceed as follows to complete the assistant and thus set up the payment method.

Setting up a payment method:

  1. Go to Setup » Assistants » Plugins » [select Plugin set].

  2. Select the assistant Cash in advance.

  3. Complete the assistant.
    → Cash in advance is available in your online shop.

2. Activating the payment method

Activate the payment method once in your system. Note that only the activation of the payment method is needed. All other settings, for example for clients or delivery countries, don’t have any effects.

Activation of payment method:

  1. Go to Setup » Orders » Payment » Methods.

  2. Select the payment methods you want to activate.

  3. Select the Active option ().

  4. Save () the settings.

3. Customer classes and shipping profiles

Make sure that the payment method is allowed in the customer classes and is not deactivated in the shipping profiles. For this, you should consider first for which customer classes and shipping profiles the payment method should be allowed. This can be set individually.

Permitting the payment method in a customer class:

  1. Go to Setup » CRM » Classes.

  2. Open the customer class for which you want to permit the payment method.

  3. Select the payment method from the list Permitted payment methods by clicking on it.

  4. Save () the settings.

If needed, repeat these steps for other customer classes as well.

Checking payment method in existing shipping profiles:

  1. Go to Setup » Orders » Shipping » Settings.

  2. Change into the Shipping profiles tab.

  3. Open the shipping profile in which the payment method should be allowed.

  4. Check whether the payment method is selected in the Blocked payment methods area.

  5. Deselect the payment method if you want to allow it for this shipping profile.

  6. Save () the settings.

If needed, repeat these steps for shipping profiles as well.

4. Linking bank details with template containers

To display your bank details on the order confirmation page of the online shop when customers select the payment method Cash in advance, you have to link the corresponding template containers. To do so, proceed as follows.

Linking bank details:

  1. Go to Plugins » Plugin set overview.

  2. Open the plugin set you want to edit.

  3. Open the plugin Cash in advance.

  4. Click on Container links.

  5. Expand the area Container links.

  6. Select Cash in advance bank details from the Data provider drop-down list.

  7. Activate the container Order confirmation: Additional payment information.

  8. Save () the settings.
    → The bank details are displayed on the order confirmation page of your online shop.

5. Initialising payment again

If you want to allow your customers to initialise the payment again you have to link the following template containers.

Initialising payment again:

  1. Go to Plugins » Plugin set overview.

  2. Open the plugin set you want to edit.

  3. Open the plugin Cash in advance.

  4. Click on Container links.

  5. Expand the area Container links.

  6. Select Cash in advance Reinitialise Payment from the Data provider drop-down list.

  7. Activate the container My account: Additional payment information.
    → Customers can now initialise the payment again in the order history of the My account area.

  8. Activate the container Order confirmation: Additional payment information.
    → Customers can now initialise the payment again from the order confirmation page.

  9. Select the data provider Cash in advance Reinitialize Payment Script.

  10. Activate the container Script loader: After scripts loaded.

  11. Save () the settings.

6. Linking the logo with template containers

If needed, you can link the logo of the payment method to the homepage of your online shop. To do so, proceed as follows.

Linking logo:

  1. Go to Plugins » Plugin set overview.

  2. Open the plugin set you want to edit.

  3. Open the plugin Cash in advance.

  4. Click on Container links.

  5. Expand the area Container links.

  6. Select Cash in advance icon from the Data provider drop-down list.

  7. Activate the container Homepage: Payment method container.

  8. Save () the settings.
    → The logo of the payment method Cash in advance will be displayed on the homepage of your online shop.

7. Editing text elements

You can edit texts of the plugin in the CMS » Multilingualism menu. The texts can be adapted into all available system languages. To do so, proceed as described below.

Adapting language files:

  1. Go to CMS » Multilingualism.

  2. On the left side, select the Source language from the drop-down list.

  3. On the right side, select the Target language from the drop-down list.

  4. Expand the sections bank data, designated use, payment method and reinitialization in the PrePayment area.

  5. Enter the text for the individual text elements in the area of the target language.

  6. Save () the settings.

Find more information in how to edit online shop texts on the manual page Editing online store texts.

To top