Overview
This article will illustrate how to create a Custom Payment Method that can be selected by your customers at checkout.
The Setup
1. Login to your Administration Console. Once in, navigate to Settings > Payments & Taxes > Custom Payment Types.
2. Click New to add a method name, description, and modifier amount and type (if applicable). You can also enable options to allow Payment Splitting or apply the Custom Payment Method by default.
| Setting: |
Description: |
| Payment Type Name |
Enter a name for this Custom Payment Type. This name will show up on the checkout page for the customer to see if the payment type is set for public. |
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Admin Only
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Enable this setting to hide the Custom Payment Type from the front end checkout page.
If set to Admin Only, the Custom Payment Type will only be available for orders placed in the admin dashboard.
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| Sort Order |
Enter a number value to set the priority order in which the Custom Payment Type to appear in.
The lowest number will take first priority.
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| Cost Modifier |
Enter in an amount to charge an additional fee for this Custom Payment Type. Used in conjecture with Mod Type to specify an additional dollar amount or percentage. |
| Mod Type |
Specify the Cost Modifier Type for the Cost Modifier. You can specify an additional dollar amount or percentage. |
| Payment Splitting |
When this setting enabled, the payment type can be used as a form of split payment. For example reward points and a check or money order could be used for paying the order.
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| Apply Custom Payment |
When this setting is enabled, the custom payment method will be applied to the order automatically upon checkout, allowing the order balance to be 0 and the order status to change to the Approved order status. |
| Description |
Enter a description for this Custom Payment Type. This description will only show in the admin dashboard. |
| Order Confirmation Message |
Add a message to appear on the Order Confirmation email template. This message will appear for the merge code ##PAYMENTMETHOD##.
Helpful Tip: You can display the payment information for this Custom Payment Type. For example, to display the Purchase Order Number, you can enter this into the field: "PO Number: ##CUSTOMPAYMENTFIELD[PO #]##"
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3. After your new "payment type" is listed, you can then add inputs to it, which will prompt the user for additional information. In our case, we are going to require them to input PO Account number. Click "New Field" in lower right to get to this screen.
4. You should now see this new Custom Payment Method on your checkout page.