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B2B Payment Settings

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Payment Settings
- Enable payments for registered customers
- Enable payments for guest customers

- Orders Subsection

Payment Settings

You can allow guests and registered customers to make credit card purchases from your B2B Store. Payment is mandatory for guest customers. Pre-requisites:

1. A B2B store created and necessary product/customer configurations are completed

2. B2B Payments is available only for B2B premium and B2B premium plus subscriptions.

3. Products are set as sellable on B2B store and the product prices are visible to guest/registered customers

Before enabling the payments for registered or guest customers, a store owner will have to finish setup at their end.

 

We’ve partnered with Stripe to allow credit card purchases. In order to integrate with Stripe, follow the below steps:

a. Click on the 'Connect with Stripe' button on the 'Payment Settings' screen;

b. Sign up with Stripe by providing the required details;

c. Once the account has been created, Sign In using the login credentials;

d. Click on 'Connect with Stripe account';

 

 

e. You will see a success message on the 'Payment Settings' screen which confirms the successful integration of your account with Stripe;

 

Note: Our payment partner Stripe operates in these countries, if you’re outside these regions consider Atlas. Stripe access cannot be revoked through B2B and has to be done through Stripe > authorised app page. For payment fee-related details please check the tooltip on the pop-up window next to 'B2B eCommerce' on https://www.unleashedsoftware.com/pricing

 


Enable payments for registered customers

After switching on this toggle, payments will be enabled for registered customers, who will then be assigned the Payment Type “On Account” & the "On Account" Payment Journey.

The B2B Customer List (Customers > Customers) will immediately update to reflect a unique Payment for Registered Customers gird layout, which will allow you to manage your customers' individual Payment Journeys:

Screen_Shot_2022-09-20_at_11.57.59_AM.png

Important: 'Display product prices' toggle under 'Product details' screen is required to be enabled in order to activate the 'Enable payments for registered customers' configuration.

Payment Journey Options

Registered Customers can now be assigned to one of two Payment Journey’s based on their “Payment Type”:

  • On Account: Customers assigned to the “On Account” Payment Type will have the option to pay for their order upfront before placing it, or to place the order without payment.

    Screen_Shot_2022-09-20_at_12.12.09_PM.png

    (Hint: This is a great option for customers with a good credit history)

  • Pre-Paid: Customers assigned to the “Pre-Paid” Payment Type will only be able to place an order on your B2B store if they pay for it upfront & will not be able to set up new Standing Orders.

    Note: Existing Standing Orders will continue to be placed, this is a great opportunity to discuss your customers' existing Standing Orders in relation to their new payment terms.

    Screen_Shot_2022-09-20_at_12.11.48_PM.png
    (Hint: Hold your “not so good” debtors accountable with an enforced payment process)

Assigning Payment Types

Activating the Enable Payments for Registered Customers configuration will automatically assign your Customers the default Payment Type “On Account”. Customers Payment Types can then be managed & adjusted from the B2B Customer List (Customers > Customers).

To assign the Payment Type “Pre-Paid” simply select the Action button & “Make Pre-Paid” in the resulting options.

Screen_Shot_2022-09-20_at_12.12.26_PM.png

To assign your customer back to “On Account” select the same Action button & select the “Make On Account” option.

Screen_Shot_2022-09-20_at_12.12.56_PM.png

Once the Payment Type is assigned, Customers will immediately experience the applicable Payment Journey when placing an order in the B2B Portal.

Note: If the Enable Payments for Registered Customers configuration is disabled then the Payment Type assignment will be stored, so you won’t need to reconfigure your Customers Payment Type next time this feature is enabled!

Enable payments for guest customers

After switching on this toggle, payments will be enabled for guest customers.

Guest customers will see the button 'Pay Now' on the checkout screen. Remember payments are mandatory for guest customers. However, there are certain options that are tied up with enabling payments for guest customers. 'Enable payments for guest customers' cannot be switched on without switching on the below options which are placed in the new 'Guest Access' menu option.

 

Guest Access

Allow guest customers to browse your store: (mandatory)

Switch on to allow guest customers to view all listed products in your B2B store. 

Switch off to only allow invited registered customers to browse products; guest customers will not be able to access your store. 

Show product pricing to guests: (mandatory)

When the setting is disabled, product prices will not be shown to guest customers. However, on enabling this setting, store owner will have to select one of the two following options -

(i) 'Default pricing' - default product prices will be displayed in the B2B portal. Payments cannot be enabled with this option

(ii) Select guest customer - Payments can be enabled with this option.

As we do not have accounts registered for guest customers in Unleashed, it is advisable for store owners to create a new generic customer in Unleashed, so that all purchase-related information get stored against this particular customer, ie B2B Guest User.

Guidelines on creating a new customer: Add new Customer

It is not mandatory for store owners to create a 'new' customer in Unleashed for guest customers and they can use any of the existing created customers. Our recommendation would be to create a new customer as you would not want to mix the sales orders/invoices of registered customers with guest customers.

Note: We currently do not give store owners the ability to charge guest customers for freight/shipping. For this reason, it is advisable for the store owner to set up a Sell price tier against the generic customer created so that they can incorporate shipping charges for guest customers within the product price itself.

Guidelines on creating and assigning a special price tier: Sell Price Tiers

It is not mandatory to set a Sell price tier for guest customers. If there is no sell price tier set, then the guest customers will see the default price of the product

Store owners will have to enter the generic customer created in Unleashed. The product prices will be displayed as per the sell price tier assigned to guest customers. If the generic customer is not assigned to any sell price tier, then it will display the default product price.

Note: Payments for guest customers cannot be enabled without entering the guest customer name 'Show product pricing to guests'

 

Choose the landing page for customers:

Switch on to allow all visitors to instantly see your B2B store. Switched off, all visitors will first see the login page and will be required to log in as a registered customer or continue as a guest.

 

Guest Customer purchase journey

Pre-requisite:

1. Store owner bank account details have been integrated with Stripe

2. 'Allow guests to browse store', 'Show product pricing to guests - Select guest customer' and 'Enable payments for guest customers' have been enabled in the 'Guest Access Settings' screen

Once the pre-requisites have been met, a guest customer will be able to visit the store.

1. add products to the cart,

2. Guest customer to fill in the required personal details and click on 'Pay Now' button

3. Guest customer to enter credit card details

4. Success screen would be displayed with order details and payment confirmation

5. An email will be triggered to the guest customer with the order number and other required details

Note: In situations where a guest customer is removed from Unleashed, it would clear the Guest Customer value from B2B, and turn off Guest Payments.

 

Registered Customer purchase journey

Pre-requisite:

1. Store owner bank account details have been integrated with Stripe

2. 'Enable payments for guest customers' in Payment Settings screen and 'Display product prices' in product Details screen have been enabled 

Note: We currently do not give store owners the ability to charge registered customers for freight/shipping. For this reason, it is advisable for the store owner to set up a Sell price tier against the registered customer in Unleashed so that they can incorporate shipping charges for registered customers within the product price itself.

Once the pre-requisites have been met, a registered customer will have the option to pay for their purchase on the checkout screen

1. 'Place order & Pay' option will require the customer to enter their credit card details

2. Success screen would be displayed with order details and payment confirmation

3. An email would be triggered to the registered customer with the order number and other required details.

 

Transaction details

Sales Invoices for all orders which have been paid will be marked as completed. 

Similarly, a Stripe icon would be displayed on all Sales Invoices that are paid. Clicking on the Stripe icon will take users to the transaction details page on Stripe.

 

Transaction fee

For each B2B successful credit transaction, there will be a 0.5% Unleashed portal application fee + Stripe fee. Please note this is a charge dictated by Stripe, not Unleashed. 

Payments Academy Video

Orders subsection

You can select the following toggles to enable users to place Standing Orders and import bulk orders to the cart.

 

Orders:

  • Allow Customers to place Standing Orders: If your customers are ordering the same items daily, weekly or monthly, encourage them to save time by creating recurring orders on the B2B Portal using the Standing Orders feature. For more information about standing orders, see Standing Orders Admin and Creating Standing Orders.
  • Allow Customers to import Orders to Cart: If your customers are placing bulk orders with a large number of product lines, this feature will enable them to easily import orders using a CSV template. This will eliminate the need to click and add each product to their cart, creating a better user experience. 
    Note: The B2B Order Import feature is limited to a maximum of 300 product lines per order. 

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