Cin7 Pay payment channels
Overview
Once you’ve created a Cin7 Pay account and set up your payment channels, you can accept payments through:
B2B online store—Customers can pay seamlessly during checkout.
Invoice Pay Now—Customers enter their card details to pay directly from the invoice.
Merchant-initiated transactions—You can enter the customer’s payment details manually via the sales order.
B2B online store
To enable Cin7 Pay at your B2B checkout, update your B2B settings:
From the Integrations menu in the navigation, open your B2B online store.
Open settings.
On the Checkout tab, select Payment Portal.
Click Save.
At the checkout of your online store, customers can now choose Payment Method > Pay Online to pay with Cin7 Pay.
Invoice Pay Now
With Cin7 Pay, you can add Pay Now buttons to your invoices, making it easy for customers to pay quickly:
On your Cin7 Pay dashboard, open Settings.
Open the Add Payment Button tab.
Open either Sales Order Email Template or Invoice Document Template.
Either create a new template or choose one to update.
Click Add Payment Button.
Click Save.
Now, on their invoices or sales orders, customers can click Pay Now to open Cin7 Pay and make their payments.
Merchant-initiated transaction
Merchant-initiated transactions, where you manually enter the customer’s payment details via the sales order, are enabled by default.
To initiate a payment:
Open the sales order.
Click Go to Admin.
Click Pay Now.
Enter the customer’s payment details.
Click Pay.