▶️ Enable pay on account

1. Set Up Pay on Account as a Payment Provider

1. Open the StoreConnect app.

2. Go to: StoreConnect Navigation → Configuration → Payments → Payment Providers.

3. Click Create New.

4. Select your Store.

5. Under Provider, choose Pay by Account.

6. Ensure Active is enabled.

7. Fill in display information:

   • Display Name (e.g. Purchase Order).

   • Description (optional).

   • Payment Instructions (shown after order completion).

8. Under API Mode, select Live.

9. Enter an “X” in API Secret (required field, not used here).

10. Click Save.

2. Enable the Customer Account to Use Pay on Account

1. Go to your Accounts List.

2. Select the relevant Customer Account.

3. Go to the Account Credit tab.

4. Enable Pay by Account.

5. Click Save.

3. Authorize an Account Contact to Use Pay on Account

1. In the selected Customer Account, go to Key Relationships → Contacts.

2. Select the relevant Contact.

3. Edit the contact details:

   • Enable Authorize to Purchase for Account.

4. Click Save.

4. Using Pay on Account at Checkout (Test)

1. Log in to the website as the authorized Contact.

2. Add products to the cart and proceed to Checkout.

3. In the Payment section, select Purchase Order (Pay on Account).

4. Enter the Purchase Order Number (required by default, but this setting is customizable).

5. Click Pay Now to complete the order.

6. On the Receipt Page, any additional instructions will be displayed.

5. Verifying Order and PO Number in Backend

1. Go to the Order in the backend.

2. Open the Payments section.

3. The PO number entered by the customer will be recorded here.