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Credit Checks CMS Plug-In
Credit Checks CMS Plug-In

This guide will show you how to configure the different payment methods and plug-in settings in the Credit Checks plug-in.

Paul Holland avatar
Written by Paul Holland
Updated over a week ago

The Credit Checks CMS plug-in determines which payment methods are available when checking out. The plug-in us usually the last step in the checkout before the 'Order Complete' page.

The plug-in has a generic set of options, followed by 'On Account' options, and then three additional optional payment options (e.g. Sage Pay, PayPal).

Generic Settings

Auto Skip

This checkbox determines whether the Credit Checks page is shown or automatically skipped onto the next page. If this is checked and there is only one payment option returned, the CMS plug-in will automatically redirect the user to the next page of that payment option,

Use Cost Centres

This checkbox defines whether to use Cost Centres when determining available payment options.

Auth User Count

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Text if no payment methods

If there are no payment methods returned (e.g. the customer is over credit limit, and no other payment options are set up) then this message will be displayed, and the customer will be unable to continue.

This will usually have a message similar to "No payment methods are available, please call <telephone number> to place your order".

Action if no sales ledger (b2b)

This drop-down determines what action is taken if a B2B contact (a contact with a parent company) has no sales ledger configured on their company. The available options are:

  • Do not create a sales ledger (which will then force the plug-in to use additional payment options 1-3 if configured)

  • Use the default Cash Account (which is specified in the CRM system options)

  • Create a sales ledger using the default model (the default model ledger is specified in the CRM system options)

Action if no sales ledger (b2c)

This drop-down is similar to the above B2B setting, but for B2C contacts (no parent company) and also has a fourth option:

  • Same as B2B (uses the same setting as the B2B drop-down)

  • Do not create a sales ledger (which will then force the plug-in to use additional payment options 1-3 if configured)

  • Use the default Cash Account (which is specified in the CRM system options)

  • Create a sales ledger using the default model (the default model ledger is specified in the CRM system options)

On Account settings

These settings will only take effect either if:

  • the logged-in contact already has a ledger assigned in the CRM

  • the Credit Checks plug-in has just created them a ledger

Allow on account

This checkbox determines whether you want the 'Pay on Account' option to show. Customers may want to force everyone to pay by card even if they have an account, which can be achieved by unticking this checkbox.

Label

This input field controls the label display if 'Allow on account' is checked.

Image

You can specify an optional path to an image in the filecache, rather than using the default radio button & label combination.

Description

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Minimum Authority

The authority level required on a contact (found on the Online tab in the CRM) for the configured payment method to show.

Authority Warning

Used in combination with the Minimum Authority value for each payment method.

This is a message that will be displayed if the contact does not have a high enough authority level for each payment method being checked.

For example, you may set an authority level of 5 to pay On Account but only 1 to pay By Card. If a contact checking out has authority level 2, they will only be given the Pay By Card option and will not see an authority warning for On Account, it will just not be displayed.

Next Menu ID

The ID of the CMS page that will the customer will be taken to if they select this payment option and click "Continue".

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