Optionally allow chosen people to pay On account.
How do I enable 'on account' as a payment method?
Go to Commerce > Payment methods, and tick On account as a payment method.
Then you can allow 'on account' payments for specific people, see below.
How do I allow 'on account' payments for specific people?
Go to Contacts > People, find the person, click Edit, then tick Allow person to pay on account and click Update to save.
Can a person inherit the on account permission from their organisation?
Yes they can.
Firstly, for any organisation you can allow on account permission. Just go to Contacts > Organisations, find the organisation, click Edit, then tick Allow organisation to pay on account.
If you want a person part of that organisation to inherit the on account permission, just edit the person and tick Use pricing tier and pay on account from organisation.
They will then use the on account and pricing tier settings from their organisation instead of their own.
What happens if someone pays 'on account'?
Any orders that are created On account are marked as Awaiting payment. Once you have received payment for an order (outside of Airsquare), you need to add a payment to that order, to mark it as Paid.
What happens if Xero is connected?
If the person pays On account, and Xero is connected, an invoice is created but left unpaid. It's then up to you to chase payment.
If payment terms are set up in Xero, we use them to set the Due date of the invoices created.
Can I collect a 'purchase order number' for 'on account' payments?
During checkout we automatically show a field for Purchase order number if they have chosen On account as their payment method. It's not required to be filled in though.
Can the 'purchase order number' be used as the Xero invoice reference?
Yes. To enable this:
In Airsquare, go to Account > Connected apps.
Find Xero in the list and click Settings.
Under Invoice options, tick Use purchase order number for invoice reference.
If no Purchase order number is provided, then we use the Airsquare order number as the Xero invoice reference.
Can I set a spend limit for 'on account' payments?