Checkout & Invoice Payment Options

​

Overview

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

Navigate to Settings -> Finance, and you’ll find the configuration options below.

​

Checkout 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 checkout and payment options available to your customer at checkout.

Opt in or out of the following selections:

​

Order Form e-signature

If the signatory is the same person as the one checking out, they will be led to an electronic version of the order form, where they will be prompted to review 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 appointed document signer will be notified to countersign.

Once both parties have signed the order, an invoice will be generated and sent to the buyer’s accounts payable contact for payment.

​

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

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

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 not appear during checkout.

​

Credit card

Your customer will be able to checkout and pay by credit card at the same time.

With this option, no signatures are required to close the Order. Instead, buyers must check the box 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.

​

ACH debit

Your customer will be able to pay the invoice by providing their bank details.

With this option, no signatures are required to close the Order. Instead, buyers must check the box 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.

​

Invoice payment options

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

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

Opt in or out of the following selections:

​

Credit card

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

​

ACH debit

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

​

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.