Create an Overrule Online Payment Option in the Checkout (Proforma)

This recipe describes how to configure an overrule online payment method.

An overrule online payment method allows you to offer an alternative, offline-style payment option alongside the standard online payment flow, while still using an online payment service.

When to use an overrule online payment

Use overrule online payment when you want to offer an additional payment option that is handled as On account in the order process.

Typical use cases include:

• offering a Proforma / Pay-on-account option for specific customers in the checkout next to online payment methods.
• allowing sales or support to place orders that should be confirmed and exported to the ERP without online payment
• providing an extra payment option next to an existing On account payment term

Configuration

Step 1 – Create a payment method

1. Go to Stores → Payment Services → Payment Methods.
2. Create a new payment method (for example: Offline payment or Proforma).
3. Set Service to Overrule online payment.

Step 2 – Configure the payment method

Configure the payment method fields as described in the Payment Methods screen-based documentation.

1. Enter ** ** cloudsuite_overrule in the Code field.
2. Link a Payment Term to the payment method where Optional Online Payment is disabled. This ensures that:
   1. the order is handled as On account
   2. the internal payment status is set correctly
   3. the order is confirmed and exported to the ERP
3. Click Save.

Step 3 – Link payment configurations

1. After saving the payment method, open the Payment Configurations tab.
2. The Payment Configurations tab is only available after the payment method is saved.
3. Select one or more Payment Configurations to link the payment method. Payment configurations are defined per shop and determine which payment methods and payment services are used for that shop.

To show the payment method in the Checkout.

The overrule online payment method is shown in checkout when it is enabled for the relevant customer.

This requires:

• the payment method is linked to one or more Payment Configurations for the shop
• the customer’s payment term is included under Optional Filters → Allowed Payment Terms on the payment method

If no allowed payment terms are configured, the payment method is available to all customers.

The overrule online payment method is available in checkout as an additional payment option that is processed as On account and follows the standard order and ERP flow.