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Offer proforma payment with Overrule online payment

Use Overrule online payment to offer a proforma or pay-on-account option in a webshop that normally requires online payment.

The customer can select this option at checkout without completing an online payment. The order is confirmed and exported to the ERP as an On account order.

When to use Overrule Online Payment​

Use overrule online payment when you want to:

  • Offer selected customers a proforma or pay-on-account option alongside online payment methods.
  • Allow sales or support users to place orders that must be confirmed and exported to the ERP without online payment.

Prerequisites​

Create the Payment Method​

  1. Go to Stores > Payment Services > Payment Methods.

  2. Click New.

  3. Enter a name shown to customers at checkout, such as Proforma or Pay on account.

  4. Under Service, selecte Overrule online payment.

  5. In Code, enter cloudsuite_overrule.

  6. Link the payment method to the Payment Term for which Optional Online Payment is disabled. This ensures that the order:

    1. is processed as On account
    2. Receives the correct internal payment status.
    3. Is confirmed and exported to the ERP without online payment.

  7. Configure any additional Payment Method fields, such as visibitlity conditions or allowed countries.

  8. Click Save.

  1. After saving the payment method, open the Payment Configurations tab.
  2. Select one or more Payment Configurations

Test the Payment Method​

  1. Open a webshop that uses the linked payment configuration.
  2. Sign in as a customer for whom the linked payment term is available.
  3. Add a product to the basket and continue to checkout.
  4. Select the new payment method and confirm the order.
  5. Verify that no online payment is requested and that the order is confirmed and exported to the ERP as On account.

The proforma or pay-on-account option is now available in checkout for customers who meet the configured conditions and follows the standard order and ERP flow.