How to setup and Payment and Freight method to Invoice

Steps on How to setup and Payment and Freight method to Invoice.

Step 1:

Go to Cart -> Configuration -> Payments

Invoice set to Account

Step 2:

Go to Accounts -> Groups -> Group List

Edit the Public Trading Group

Step 3:

Press the Add Group Button

Step 4:

Click Save

Step 5:

Go to Cart Configuration -> Shipping -> Rates -> Rates

You will need to set the shipping option for all the rates

Step 6:

Click the Save Button

Step 7:

Whether updating an existing customer or adding a new one:

• To edit an existing customer: Go to Accounts → Accounts → Account List.
• To add a new customer: Go to Accounts → Accounts → New Account.

Under Account Group, select Invoice User

Then Save

This user will then have the option on checkout to select Payment Method Invoice and Shipping Method Invoice.

Note: If you have other shipping methods configured, such as Free Shipping, with the highest priority under Rates, these may also appear as selectable options for the customer.

Users can login using the icon normally found on the top right of the website.

If you want to add another menu for it, you can create the menu using the Content & menu webaddress method /login