Configurable payment methods and payment processing
We're always looking for ways to make your experience even better. Now you have greater control and flexibility when it come to choosing available payment methods and payment processing options.
Simply head to your account settings to get started. You can find the settings under 'Customer Portal':
Up until now, your customers could always choose between instant payment and invoice. Now you can limit them to one or the other or continue to give them the choice.
In addition, you can choose whether you want payments by invoice to be processed by Stripe or not. (Instant payment is always processed by Stripe.) If Stripe is not used, you are responsible for generating an invoice and sending it to the customer.
Checkout requirements
Furthermore, you are now able to set requirements that have to be met in order for the customer to checkout:
Imprints & Privacy
You can add links for “Imprint”, “Terms & Conditions”, and “Privacy statement”, that will be displayed on the order selection screen:
Settings for individual customers
The Customer Portal settings apply to all your customers. For some of them, you can set different values for a single customer under Settings > Customer portal > Customer-specific settings. You can override these settings per customer:
Order confirmation workflow (see Activate the automatic order confirmation and payment feature)
Manufacturing templates
Calculation template
Flexible calculation template
Minimum lead time
Default sourcing lead time preference (see How can I calculate the total lead time?)
A customer without an override uses the general setting. The customer's detail page on the Customers page also shows that customer's specific settings.





