To speed up development I am looking to utilise the Vendr Checkout plugin, but the client has just asked this concerning invoice payment method.
We wanted to avoid invoicing but with this course, we are going to have to make some exceptions. On the booking form, they can either be self-funded (in which case the booking form should stay the same and request card details like the other course booking forms), or that their organisation is funding them. Can there be a tick box for either ‘Self-funded’ or ‘Funding Organisation’, and dependant on what they choose, there is either the card detail information below or details for the invoice? The details for the invoice should be:
• Name of funding organisation,
• Address of funding organisation,
• Budget/account holder name,
• Budget/account holder email address
• Contact person within finance who will make the payment
• Email address of contact person within finance who will make the payment
• Telephone number of contact person
• Purchase order number (where applicable)
My question is really if it is possible to extend the checkout process and/or alter the invoice payment method to capture the additional information above if the payment method selected is of type invoice.
I guess it depends what you want to do with that info, but I think you should be able to do that with the existing invoice payment provider. The key thing to know about this provider is that it's really just a provider that lets an order through and assumes it will be processed externally. On checkout it will mark the order as "authorized" and then it would be up to the store owner to come back into the system and mark it as "captured" once payment has been received. It's completely up to the store owner what that means, so here it would likely be them raising an invoice in their accounting software and updating the system once payment is received.
In terms of how this would work then, during the checkout you can have your checkbox then record this on the order as an order property. You can also store all the information you need to capture on the order as order properties too. Then during checkout, when you update the order with all these details, you can check what the value of the checkbox is and automatically assign the appropriate payment provider. So if it's self funding, it can use the credit card payment provider or if it's organisation funded, then you can force it to use the invoicing payment provider and essentially just let the order pass through.
Many thanks for the reply, very helpful as always, I think I have enough to go on but if I have any questions I will be sure to ask on here :) keep up the good work!
Invoice Payment Options / Vendr Checkout
Hey Matt,
To speed up development I am looking to utilise the Vendr Checkout plugin, but the client has just asked this concerning invoice payment method.
We wanted to avoid invoicing but with this course, we are going to have to make some exceptions. On the booking form, they can either be self-funded (in which case the booking form should stay the same and request card details like the other course booking forms), or that their organisation is funding them. Can there be a tick box for either ‘Self-funded’ or ‘Funding Organisation’, and dependant on what they choose, there is either the card detail information below or details for the invoice? The details for the invoice should be:
• Name of funding organisation, • Address of funding organisation, • Budget/account holder name, • Budget/account holder email address • Contact person within finance who will make the payment • Email address of contact person within finance who will make the payment • Telephone number of contact person • Purchase order number (where applicable)
My question is really if it is possible to extend the checkout process and/or alter the invoice payment method to capture the additional information above if the payment method selected is of type invoice.
Graham
Hi Graham,
I guess it depends what you want to do with that info, but I think you should be able to do that with the existing invoice payment provider. The key thing to know about this provider is that it's really just a provider that lets an order through and assumes it will be processed externally. On checkout it will mark the order as "authorized" and then it would be up to the store owner to come back into the system and mark it as "captured" once payment has been received. It's completely up to the store owner what that means, so here it would likely be them raising an invoice in their accounting software and updating the system once payment is received.
In terms of how this would work then, during the checkout you can have your checkbox then record this on the order as an order property. You can also store all the information you need to capture on the order as order properties too. Then during checkout, when you update the order with all these details, you can check what the value of the checkbox is and automatically assign the appropriate payment provider. So if it's self funding, it can use the credit card payment provider or if it's organisation funded, then you can force it to use the invoicing payment provider and essentially just let the order pass through.
With all these extra properties you are collection, you may need to take a look at the order editor config with regards to getting these items to be visible in the back office https://vendr.net/docs/core/1-2-0/key-concepts/order-editor-config/
Hope this helps
/Matt
Hi Matt,
Many thanks for the reply, very helpful as always, I think I have enough to go on but if I have any questions I will be sure to ask on here :) keep up the good work!
Graham
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