Checkout & Invoice Payment Options

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Overview

Checkout and invoice billing options can be configured to meet your business’s and buyer’s needs.

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Checkout payment options

During the final step of the buyer checkout process, your customer can select how they would like to execute the order.

You can customize the payment options available to your customer at checkout:

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Order form checkout

Order Form e-signature must be enabled to make this option visible to buyers.

With this option, the customer will need to provide a signatory, the individual authorized to sign the order form in Salesbricks.

If the signatory is the same person as the one checking out, they will be able to review an electronic version of the order form and provide an e-signature.

If the signatory is a different person than the one at checkout, they will receive an email containing a link that leads them to review and sign the order form.

After the signatory has signed the order form, your company’s designated document signer will be notified to countersign.

Customers can also enter a purchase order number and their accounts payable at checkout.

An invoice with net terms applied to the due date will be emailed to the point of contact and accounts payable.

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Electronic checkout

Either credit card or ACH debit must be enabled to make this option visible to buyers.

With this option, no signatures are required to close the order. Instead, buyers must click a checkbox indicating that they agree to your company’s terms and conditions.

The customer will receive a receipt via email after the payment is processed successfully.

Payments are billed immediately (net terms do not apply).

Customers will be enrolled in autopay for future payments.

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Pros and cons

When setting up your checkout options, it’s important to balance customer convenience with operational efficiency. Here’s a quick comparison of using order form vs electronic checkout:

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Order form checkout

Pros	Cons
Formal contract execution: requires both parties to sign a clear, legally binding document that can be referenced down the line. Streamlined recordkeeping: signed order forms can reduce disputes and provide clarity in long-term agreements.	Slower closing process: collecting signatures can add friction, leading to delays in deal closure. Invoice management: without upfront payment, your team may spend more time chasing down payment methods and outstanding invoices.

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Electronic checkout

Pros	Cons
Frictionless checkout: customers can complete transactions quickly by simply entering payment details and agreeing to your terms. Immediate payment: collecting electronic payment methods at checkout reduces the risk of past due invoices. Lower administrative overhead: electronic payment processing is automated, freeing up your team to focus on other priorities.	Less formal documentation: the customer agrees to your terms by clicking a checkbox. While this motion is as binding as a contract pre-signed by the seller party, a fully executed formal document may offer more peace of mind. Delayed payment processing: Bank transfer (ACH processing) may take up to 4 business days.

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Which should you choose?

Enable order form checkout if…	Enable electronic checkout if…
…you prioritize a formal B2B purchasing process and fully executed contract	…you prefer automated, scalable transactions with minimal administrative overhead

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Setup

Navigate to Settings -> Finance.

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Order Form e-signature

This option allows your customers to close via order form.

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Minimum Total Contract Value required to use Order Form e-signature

If you enable Order Form e-signature, you can also set a minimum TCV (total contract value) amount in order for the customer to select order form at checkout.

In the image above, the minimum TCV requirement is set to $1,000. This means that if the TCV of a given order is less than $1,000, the order form option will be hidden during checkout.

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Credit card

Your customer will be able to pay by credit card during checkout.

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ACH debit

Your customer will be able to pay by bank transfer.

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Invoice payment options

Each invoice has a clickable link that leads your customer to an electronic paywall powered by Salesbricks.

You can customize the payment options available to the customer at the time of paying the invoice.

Opt in or out of the following options:

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Credit card

Your customer will be able to pay the invoice by credit card, and can save credit card details for future payments.

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ACH debit

Your customer will be able to pay the invoice by providing their bank details, and can save bank details for future payments.

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Wire transfer

Include wire instructions on your invoices.

Currently, this option is included by default on all invoices and will reflect the banking information entered under Settings -> Finance.