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manual payment for b2b customers on account

Astrak_Dev
Visitor
1 0 0

we have NetSuite as our ERP and want to connect our shopify store to our NetSuite. We also want our account customers to be able to pay for their orders via their accounts and not with credit card or upon receiving the goods. Is this possible with Shopify plus and the B2B wholesale app when using a NetSuite to Shopify connector app?

Accepted Solutions (4)

dannyNE555
Visitor
2 2 1

This is an accepted solution.

Hi Astrak

 

Did you you found an solution ?

View solution in original post

mytools2022
Visitor
1 1 1

This is an accepted solution.

Hi Astrak,

 

We're you able to solve this issue?

 

I have the same problem and we are on Shopify Plus.  I created a manual payment method which I called "Trade Account". However, if B2B customer wishes to check out, they only see the credit card option. If you it is just a standard user checking out, they can see the "Trade Account" option. Of course, that is exactly the OPPOSITE of what we want to achieve.

View solution in original post

dannyNE555
Visitor
2 2 1

This is an accepted solution.

Sanfamo
Shopify Partner
1 1 1

This is an accepted solution.

Thought I'd tack my feedback onto this, since I got here for the same reason.  Shopify Plus with the "new" native B2B Company/Customer functionality; We're attempting to set up custom payment methods, yet the only option appears to be "Choose a payment method later" or Credit Card via Shopify Pay. 

 

This is super inconvenient for B2B store operators as it slings what should be a fully-automated process now back into fully-manual territory for any typical B2B sales strategies.  Adding to this, it seems that cart attributes and properties can't be collected in checkout for these orders, rendering us unable to collect any sort of data from these customers to allow us to resolve it without requiring a second contact with them.

 

Wild (Slightly Educated) Guessing: Here's my suspicion for the issue and what's happening.  These transactions are coming through as unpaid draft orders, with payment being applied as part of the B2B sales process.  In the scenario the B2B customer is checking out with "Place as Draft" mode on their account, the order needs to land in a Draft Order status, unpaid.  Manual Payments merely "Mark as Paid" an order, which would bypass this step.  I'm expecting that the B2B checkout strategy was not built to accommodate selectively presenting and hiding these methods, thus providing us with the problem we have now where we simply can't select a "manual" payment method at all.   

View solution in original post

Replies 4 (4)

dannyNE555
Visitor
2 2 1

This is an accepted solution.

Hi Astrak

 

Did you you found an solution ?

dannyNE555
Visitor
2 2 1

This is an accepted solution.

WOO commerce

mytools2022
Visitor
1 1 1

This is an accepted solution.

Hi Astrak,

 

We're you able to solve this issue?

 

I have the same problem and we are on Shopify Plus.  I created a manual payment method which I called "Trade Account". However, if B2B customer wishes to check out, they only see the credit card option. If you it is just a standard user checking out, they can see the "Trade Account" option. Of course, that is exactly the OPPOSITE of what we want to achieve.

Sanfamo
Shopify Partner
1 1 1

This is an accepted solution.

Thought I'd tack my feedback onto this, since I got here for the same reason.  Shopify Plus with the "new" native B2B Company/Customer functionality; We're attempting to set up custom payment methods, yet the only option appears to be "Choose a payment method later" or Credit Card via Shopify Pay. 

 

This is super inconvenient for B2B store operators as it slings what should be a fully-automated process now back into fully-manual territory for any typical B2B sales strategies.  Adding to this, it seems that cart attributes and properties can't be collected in checkout for these orders, rendering us unable to collect any sort of data from these customers to allow us to resolve it without requiring a second contact with them.

 

Wild (Slightly Educated) Guessing: Here's my suspicion for the issue and what's happening.  These transactions are coming through as unpaid draft orders, with payment being applied as part of the B2B sales process.  In the scenario the B2B customer is checking out with "Place as Draft" mode on their account, the order needs to land in a Draft Order status, unpaid.  Manual Payments merely "Mark as Paid" an order, which would bypass this step.  I'm expecting that the B2B checkout strategy was not built to accommodate selectively presenting and hiding these methods, thus providing us with the problem we have now where we simply can't select a "manual" payment method at all.