Billing Setup
Index
Checkout Types Accecpted - click here for help
Miscellaneous Billing Settings - click here for help
Abbreviated Billing and Shipping Form - click here for help
With this setup you can choose the type of billing, either Credit Card and/or Invoice Billing or an option for Informational Checkout without the customer committing to purchase. You can also choose to have a print and mail order form available and create text for a special checkout message that will appear on the verification screen. The screen displays the Information Checkout is allowed, Credit Cards Accepted, Invoices Accepted and Print and Mail Order-form Accepted fields. These different options will be displayed to the customer on their checkout screen.
Under Miscellaneous Billing Settings
you can also attach your checkout message to your email order notification and
suppress new customer logon.
* Note: shipping charges are not calculated for the Mail Order Form when UPS, USPS or FedEx is the selected method of shipping. They may use the Shipping Preview Option to obtain those rates.
Informational Checkout is Allowed - not available for the Basic Store Builder
This field
will be blank unless you wish to offer this service to your customers. If you
click this field, your customers can place an order for more information about
the items in their shopping cart without committing to purchase them. You will
be able to see these informational orders by clicking on the View Orders Option -
New. Informational Orders will be identified with (Information) after the date
ordered.
Credit Cards Accepted
The
system defaults to Visa and Master Card, you may add Discover and American
Express if your merchant account accepts these cards. By checking these fields,
the logos for those cards will appear on the Billing and Shipping Information
screen. If you do not offer credit card billing you will need to uncheck the
Visa and Master Card buttons.
Invoice Accepted - not available for the Basic Store Builder
If you
have existing customers who currently pay by invoice or purchase order, you
would check this field. This will bypass credit card processing.
Password Required - not available for the Basic Store Builder
If you want
your customers to use a password before you allow an invoice to be placed,
check this field. You will need to assign and give each customer an invoice
password. This can be done in the 'Create
Customer' or 'Customer Lookup'
options.
Print and Mail Order-form Accepted - this field will be blank unless you want to offer this alternative service to your customers. The customer can put items into their shopping cart and an order will be built including applicable shipping charges unless UPS, USPS or FedEx is the selected shipping method. They can then print the form and fill in the billing information and either fax or mail the form to your company. Information found in Catalog Basics will be used to populate the mailing address and fax numbers found on the form.
Miscellaneous Billing Settings
Special Checkout Message - in this text field you can enter any message that you would like displayed on the billing verification screen, e.g. ‘Your order will be shipped within 24 hours by USPS. Thank you for your business!’
Add Checkout Message To Email Response - click this box if you want your Special Checkout Message to appear on the email order verification that is sent to you and your customers.
Customer Profile - New Customer - not available for the Basic Store Builder
Click the Suppress New Customer Logon & Information box if you want to prevent new customers from logging on and placing orders. You would do this if you wanted all customers to be pre-approved and have a customer profile, user name and password assigned to them before you would allow an order to be placed. You should also go into the Catalog Settings option under Other Miscellaneous Settings and the No Checkout Without Logon box.
Customer Profile - Abbreviated Billing & Shipping Profile - in this area you can select the fields that will appear on the Customer Profile and Billing & Shipping form. Required fields are noted with a red asterisk * . The Address1 field is normally a required field but may be overridden by un-checking the field. When you uncheck the Customer Lookup field it will suppress the search field that is found on the Billing Page. This search field uses telephone number or email address to find the customer information. You would want to suppress this field if you do not have the Phone or Email Address fields turned on.