Configuring Invoice Payment Option Settings
Enabling Invoice Payment Option
General Settings: These settings allow for customization of how the invoice payment option operates:
Module Active: Toggle to enable or disable the Invoice Payment module.
Payment Information: This text will be displayed on the customer’s invoice.
Order Status: Choose the statuses that determine when the payment deadline begins (the countdown starts on the day the order is assigned one of these statuses).
Mail Delay: Set the number of days after which a reminder email will be sent.
Reminder Status: Define the order status to assign when a reminder is sent. If “None” is selected, reminders will still be sent without changing the order status.
Default Order Status: Assign the default status for newly created orders.Status of Completed Orders: Define the status at which orders are considered completed. Orders with this status will not follow the rules set for reminders and deadlines. If “None” is selected, all orders will be included.
Creating Multiple Invoice Payment Rules
You can create multiple rules to display “pay by invoice” based on specific conditions.
Click on the + button to add a new rule. While creating a new rule, you can customize the following settings:
Rule Enable: Toggle to enable or disable the rule.
Title: Enter the description to be displayed during checkout when “Pay by Invoice” is selected.
Priority: Set the rule’s priority (1 is the highest priority).
Customer Group: Select the customer group for which the rule will apply.
Customer: Specify individual customers for whom the rule will apply.
Country: Define the countries where the rule will be valid. Leave blank to apply to all countries.
Product: Limit the rule to specific products.
Categories: Apply the rule to specific product categories.
Manufacturer: Limit the rule to specific manufacturers.
Supplier: Define the suppliers for which the rule applies.
Shipping: Select shipping methods to allow for the rule.
Order Cart Quantity Range: Set the cart quantity range that triggers the invoice payment method.
Order Amount Range: Set the order amount range that triggers the invoice payment method.
Payment Due Days: Define the number of due days for payment and automatic email reminders.
Minimum Paid Orders: Enable this option to limit the payment method to customers with a minimum number of paid orders.
Maximum Unpaid Orders: Enable this option to hide the invoice payment option from customers with more than a specific number of unpaid orders.
Rule Scheduling: Set the start and end date for the rule.
Viewing Invoice Payments Order List (Log)
In the Order List, you can view all orders paid or pending through the invoice payment method. This log helps track payment statuses.
Utilizing the Cron Job Url
The Invoice Payment module provides a Cron Job URL to automate processes such as:
- Sending automatic payment reminders to customers before or on the due date.
- Regularly checking the status of unpaid invoices.
- Keeping both customers and merchants informed.
