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Setting up B2B Payment Options

Last updated 09/01/2018

Set up payment options to take payment for your online B2B sales.

Overview


Before you start accepting customers into your B2B site you will need to decide how they will pay for their purchases.

The default option is that orders created are 'On Account'. This means that an invoice is created and the customer will pay at a later date. When the order is completed they will be sent payment details and a copy of the invoice. It makes sense to only provide this option if you are pre-approving users of your B2B portal.

If you would like to offer your customers the ability to pay for orders at the time of purchase you can use one of our supported payment providers:

  • Paypal
  • PxPay
  • Authorize.net

Setting up Payment Options


Setting up payments is detailed in Adding Payment Options.

For the B2B site make sure that you have considered all payment methods that are 'public', especially if you have allowed public to access the site.

Setting Up Payment Gateways


If you use any of our supported payment methods, you will need to link the Payment Options set up above to Payment Gateway IDs, which store the authorization details for your payment providers.

As each payment provider differs slightly, we've documented each below:

PayPal

To set up PayPal:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. Make sure the Payment Option 'Credit Card PP' is set up as a Payment Option (see above).
  3. From the B2B Online Ordering menu, select Payment Gateway IDs.
  4. Click Change next to Credit Card PP.
  5. Enter your PayPal email address in the Gateway ID/Username field.
  6. Click Update.

PayPal Account Optional

If you use PayPal you can switch off the need for your customers to sign up for a PayPal account when they pay. In your PayPal account:

  1. Go to your Profile and settings.
  2. Select My Selling Tools.
  3. Select Update next to Website Preferences.
  4. Make sure the PayPal Account Optional feature is switched on.
  5. Click Save.
Payment Express PxPay 2.0

PxPay is the standard eCommerce hosted payments platform for Payment Express.

To set up PxPay, find your PxPAy User ID, and PxPay Key and send it to our support team, who can set everything up for you.

Authorize.net

Authorize.net is a card payment provider based in the US.

To set up Authorize.net, first find your API details:

  1. Login to your Authorize.net account.
  2. Select Settings, bottom left.
  3. Under Security Settings select API Login ID and Transaction Key.
  4. Copy the API Login ID.
  5. Enter your secret answer and get your Transaction Key, then copy this too.

Next you need to add this to your Cin7 account.

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. Make sure the Payment Option 'Credit Card - Authorize.Net' is set up as a Payment Option (see above).
  3. From the B2B Online Ordering menu, select Payment Gateway IDs.
  4. Click Change next to Authorize.Net.
  5. Enter your API Login ID in the Gateway ID/Username field.
  6. Enter your Transaction Key in the Gateway Password (or API KEY).
  7. Click Update.