Location: Admin -> Payment Options

Payment options determine how customers can pay for products and services. To enable a payment option, simply place a check in the box to the left the option. Some options require configuration to make it work, select the “Edit” link to configure.  General supported system options:

• Net Terms
• Cash on Delivery (COD)
• Check / Money Order
• ACH / EFT (manual select, but based on CC processor availability)
• Credit Cards (electronic/manual)
• Hosted Payment Services: Google, PayPal, Amazon
• Leasing

Note: Purchase Order terms can be set at the account level via the Edit settings icon and may be changed at the document level by the sales user. Net Terms can be tied to the credit limit / available credit feature at the account level.

Credit Card Processors. ChannelOnline uses processors that can provide a hosted web page service to conduct all credit card transactions. This is for PCI security compliance, plus the safety of your clients data. Some processors do offer tokenization that can be used for streamlining the order process with information encrypted and stored on the processor’s system. The current list of processors can be seen in the Payment Options page in the Credit Card Electronic section.

Note: We are always open to new processors but they must meet our service requirements for implementation.  

Lease Settings. Chose one or more leasing options.

• Custom (manually) – create your own leasing tables.
• Great America – activate your Great America leasing account and pull in your rates.
• Ingram Micro Leasing – activate your Ingram Micro leasing account and pull in your rates.

Default Payment Settings. These payment options will apply to all newly created prospect and customer accounts.