Bill Me Later
Steps for Bill Me Later:
1) Create Web Access Security
a. Go To the Tradepoint Logo
b. Click Setup > Contacts > Contact Personnel > Web Access Security > New Web Access Security (bottom left)
i. Name the Security Level (ie: Public) and Check off 'Can Request Bill Me Later'
2) Customer Logins
a. Go to Home > Customers > Personnel (or Details if the Customer is an Individual)
i. If the Customer is an Individual...enter the Access Type that matches the Security Level you established
ii.If the Customer is a Company...select New Employee (from the Personnel Tab)...enter info and enter the Access Type to match
3) Customer Terms
a. First, set up the Payment Term options
i. Go to the Tradepoint Logo > Setup > Accounting > Payment Terms...New Payment Term. Create the New Term and make sure to select the # of Days and to apply to All Products (if applicable).
b. Next, associate the Payment Term to each Customer
i. Go to Home > Customers > Account > Credit Information > Payment Terms...and select from the drop down.
4) Default Security Type
a. Go to Tools > Websites...select the website...go to the Web Security Type field and select the matching Level from the drop down
Once this is done, when your Customer checks out on the Cart of your website they will see a Payment option of Check/Money Order.