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Invoice

With the Invoice plugin, you integrate the payment method Invoice in your online shop and make it available to your customers. To do so, download the plugin Pay upon pickup 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 Invoice.

  3. Complete the assistant.
    → Invoice 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. 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 and payment method in the Invoice 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.

5. Invoice document

You can create invoices manually or generate them with an event procedure. Either way, it is important to set up a document template first. Find more information about invoice documents in the manual section Invoices.

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