Summary
Using Checkout Payments, you can now let your buyers have the ability to pay for their orders with the Credit Card payment type. The ability to use the credit card payment method will be set at the customer account level, on each individual customer record.
There are 3 values associated with an account for enabling Credit Cards
- Hidden = This account is not eligible for credit cards. Orders can only be submitted using Terms.
- Optional = This account is eligible for credit cards AND this account is eligible for payment on Terms. The user can choose at the time of checkout
- Required = This account must pay by credit card as the ONLY payment option. Orders cannot be submitted on Terms
Before you start
Make sure you already have Payments enabled on your store. If you need to set it up, you can follow this guide. Once you have Payments enabled on your store, you can follow the instructions below for your specific integration type. You'll need to define the payment options that are available for each customer. The available payment option(s) for each customer account will be visible based on these settings.
NOTE: In order for Credit Card Payments to work properly on your RepSpark site, you must have an active account with one of our supported payment partners, and your API credentials must be properly configured in the Admin Dashboard.
Integrations
Checkout Payments supports 3 integration types:
- Shopify
- Apparel Magic
- Excel Data Import
Shopify Integration Setup Instructions
If using Shopify, you will need to Add a Tag to each B2B Customer Account.
- RepSparkCC:Hidden
- RepSparkCC:Optional
- RepSparkCC:Required
Apparel Magic Setup Instructions
Create a custom field on the Customer object within Apparel Magic. The Custom field should be called repspark_payment_options and there should be 3 possible values to determine the payment options that that customer will be shown in the Checkout Payments flow. Any other values will not display.
key: “repspark_payment_options"
values (string):
"credit_card"
this will show only credit card as an option during checkout payments
"terms"
this will show only terms as an option during checkout payments
"all_payment_methods"
this will show all available payment methods that the brand offers on their store
Next, sync your customers on RepSpark so that we are pulling in the data correctly. Navigate to the Admin Panel → Data Maintenance page, and then sync your customers.
Click Run Sync. This process might take a few minutes.
Excel Data Import Setup Instructions
If you are the using Excel Data Import method, you will use the Column for "PaymentVisibility"
Every row of data in your sheet needs to have one of the 3 values. Hidden, Optional, or Required
Authorize/Capture Flow
If you have the authorize then capture setting enabled, keep the following in mind:
- Credit cards are not captured or charged at the time of checkout
- Authorizations are obtained at the time of order submission
- The Stripe account owner must capture that authorization through the Stripe dashboard or via API
- Authorizations are only valid for 7 days from the initial time of authorization