Understanding the Account Details screen in WebShop
Purpose and scope
You may want your customers to make payments, also referred to as an invoice payment, against the amount they owe (their credit balance) using an integrated payment gateway. Your customer can access this feature in the Account Details screen once they have logged into their WebShop account.
The purpose of this feature guide is to describe the Account details screen and to explain what actions your customers can take from it.
Benefits
Key benefits are:
Your customer can view up to date and accurate account details, such as their credit limit and the amount they owe to you. This reduces administration of regular customer queries.
You can accept credit or debit card payments from within WebShop from your customers who have credit accounts with you, improving efficiency and reducing administrative tasks.
Introducing terms and concepts used in this article
Term | Description |
|---|---|
Credit balance | the outstanding amount on the account; the amount your customer has either spent or has been allocated to your customer's account by open orders. |
Invoice payment | is a debit / credit payment which has been made against the outstanding amount that your customer owes you. |
Payment gateway | a service that allows you to accept and authorize credit or debit cards securely. |
Step by step
Step 1: Log into WebShop
Log into WebShop with your username and password. This opens WebShop's dashboard.
Step 2: View Account Details
Click Account Details to display the account details screen. This screen contains details of your account, as shown.
The data that populates this screen comes from your ERP.
Your customer can do three things from this screen:
Action 1: Pay off balance
Action 2: Sign up to your newsletter
Action 3: Log out of their WebShop account
Action 1: Pay off balance
Click Pay off Balance. This displays the web payment screen.
Enter the amount you wish to pay.
Select the payment method.
Currently, we integrate with three payment gateways (Realex, Opayo and eComm) that support invoice payments.
Click here to review the full list of supported payment gateways.
Click Make Direct Payment. This redirects you to the payment gateway. Complete the transaction by following directions on screen.
Key points
While your customers can use this feature to pay off some or all of their balance, you retain control over where the payment is allocated within your ERP.
Action 2: Sign up to your newsletter
Click Newsletter Sign-up to sign up to your newsletter.
This feature requires integrating with a communications or marketing tool, such as MailChimp. Contact us for more information.