In order to Pay by PO, the customer's account must be set up in two places.
Big Commerce Pay by PO set up
1. In the Big Commerce Admin Panel, go to Customers from the left hand slider menu. Click on the carrot.
2. Click View.
3. Enter part of the customer name in the search field and click the three descending lines.
4. Scroll down to the Customer sign up form fields.
5. Check the Pay by PO allowed.
6. Click Save and Exit.
Salesforce
7. Go to the Account in Salesforce.
8. Click on Details.
9. Scroll down until you see the Repair Account Information.
10. In order to be set up as a Pay by PO customer, under the Repair Account Terms field must be set to Open Account.
11. When the customer is originally set up, they will not have the Pay by PO option. If they are supposed to be set up with terms, please send an email to [email protected]. They will activate the Pay by PO option in eCommerce and will notify the CSR Team that the Salesforce record needs to be changed from Pre-Pay to Open Account.
There are two things that are affected by the CC/PayPal vs. Pay by PO option. The first is obviously how the customer is billed and how the payment is processed.
Generally speaking, when the order is placed, the card/PayPal is authorized for the amount of the purchase for 29 days.
The card is not actually charged until funds are captured when the merchandise is shipped.
1. If there are changes in price, the customer/buyer will receive an email with a link to a new cart. Once they check out, the new cart authorizes the change in price and the work resumes.
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