Add payment options
Overview
You can add payment options to your Cin7 Omni account. There are two reasons to do this:
Adding payment notes to sales orders, purchases, and credits in Cin7 Omni.
Taking payments for orders in the B2B site.
There are a number of predefined payment options that you can use, or configure to your needs.
Administrator rights required
Add or change a payment option
Select your username (user menu) and then select Settings.
Select Accounting and then Payment Options.
Select Change next to the payment option you want to edit.
Modify the necessary fields.
Switch Active to On.
Select Update to save any changes.
You can add a new payment option by overwriting an obsolete payment option.
Field explanations
Active
Switch off to hide the payment terms completely.Sort
Controls the order that the payment options are sorted in a list, 0 being the top of the list, higher numbers at the bottom.Payment Option Description
This is a name for the payment option and can be anything you like.Payment Option Code
Do not edit this code if you are editing a payment option. Otherwise:If creating a new payment option, copy the Payment Option Description (the code must be unique).
If you are using a third party payment provider, there are some specific codes to use:
Payment Type
Code
WorldPay
WorldPay
Authorize.net
Authorize.Net
PayPal
Credit Card PP
DPS PXPay
PXPay
DPS
Credit Card DPS
Security
Security settings control who can see these payment methods:Public
Available to transactions in Cin7 Omni's backend and B2B customers.
Wholesale
Available to customers logged into the B2B site who have the wholesale price column assigned to them, and to apply to transactions in Cin7 Omni's backend.
Secure
Only available to apply to transactions in Cin7 Omni's backend.
Secure Returns
Available in Cin7 Omni's backend Credit note functionality.
Email Top Part
This controls the header of emails that are sent out on completion of an order. The box accepts HTML.A generic entry that simply shows the order type is as follows:
<p> The %%ATT:Orders_100%% reference is: %%ATT:Orders_25%% </p>
For On Account payments, you may wish to enter your bank account details:
<p> Please write a cheque for the amount of %%ATT:Orders_29%%%%ATT:Orders_32%% (%%ATT:Orders_28%%) to:xxxxxxxxxxxxxxxx </p> <p> Please also include the following reference in the envelope with your cheque: %%ATT:Orders_25%% </p> <p> And send to:<br /> xxxxxxxxxxxxxxx<br /> xxxxxxxxxxxx<br /> Auckland<br /> New Zealand </p>
The fields in %% are dynamic fields that populate from the order.