Credit Cards
By default, B2B accounts are set up with NET Terms for payments.If you need certain customers to operate as cash accounts instead, you can easily adjust their payment settings to require payment at the time of order.
Collect / Charge CardYou can configure when in your workflow the customer’s credit card is collected or charged — for example, at the Submitted step.When this step is reached, the user will see the appropriate integration popup to securely collect and process the card details for the account.If your setup is configured for Authorize Only, the system will capture the authorization at the selected step, allowing you to charge later — either automatically at a designated workflow step or manually from within the order when ready.
Getting Started
To enable customer payments, first connect a supported payment integration such as Stripe, QuickBooks Payments, or Square.Once your payment service is connected, enable the setting that allows payment authorization to be captured at a specific workflow step — for example, when an order is Submitted or Approved.Account Setup
Require Payment Setup
Click to expandTo require a payment on an account, edit the account in question, scroll down to the Ordering section, and toggle on the 'Require Payment To Order':
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Collect / Charge CardYou can configure when in your workflow the customer’s credit card is collected or charged — for example, at the Submitted step.When this step is reached, the user will see the appropriate integration popup to securely collect and process the card details for the account.If your setup is configured for Authorize Only, the system will capture the authorization at the selected step, allowing you to charge later — either automatically at a designated workflow step or manually from within the order when ready.