Cin7 Pay payment channels

Cin7 Pay payment channels

Once you’ve created a Cin7 Pay account and set up your payment channels, you can accept payments through:

  • B2B Portal—Customers can pay seamlessly at your B2B checkout.

  • Pay By Invoice—Customers enter their card details to pay directly from their invoices.

  • Pay By Sale (merchant-initiated transactions)—You can enter the customer’s payment details manually via the sales order.

B2B Portal

To use Cin7 Pay for your B2B Portal, first enable the channel:

  1. On your Cin7 Pay dashboard, open the My account tab.

  2. Under Configuration > Payment channels, select B2B Portal.

  3. Click Save.

Then add Cin7 Pay as a B2B payment method:

  1. From Integrations, open your B2B Portal.

  2. Select your portal.

  3. Under Payment methods, add (+) Cin7 Pay:

    1. Enter a Name for the payment method—this will be shown to customers at the checkout.

    2. Set Method type to Cin7 Pay.

    3. Select Is active.

  4. Save.

Now, at the checkout of your B2B Portal, customers can choose Cin7 Pay as their Payment Method.

Pay By Invoice

With Cin7 Pay, you can add Pay Online buttons to your invoices, making it easy for customers to pay quickly.

First, enable the channel:

  1. On your Cin7 Pay dashboard, open the My account tab.

  2. Under Configuration > Payment channels, select Pay By Invoice.

  3. Click Save.

Now download the invoice template:

  1. From the navigation, open Settings.

  2. Open Document and email templates.

  3. Select a Sale template to update.

  4. Click Download template.

Add the merge field to the template:

  1. In Microsoft Word, open the template.

  2. Add { MAILMERGE Cin7Pay }

  3. Save.

Finally, upload the template:

  1. In Core, click New template.

  2. Set Template type to Invoice matrix.

  3. Enter a Template name.

  4. Upload the template (click Browse besides Choose a document template).

  5. Click Save.

When customers receive an invoice with this template, they can click Pay Online to open Cin7 Pay and complete their payment.

Pay By Sale (merchant-initiated transaction)

Merchant-initiated transactions, where you manually enter the customer’s payment details via the sales order, are enabled by default.

To initiate a payment:

  1. Open the sales order.

  2. Open the Invoice tab.

  3. Under Payment, click Cin7 Pay Payments.

  4. Enter the Amount and click Pay.

  5. Fill in the payment details and click Pay.

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