Cin7 Pay payment channels

Cin7 Pay supports three payments

• B2B Portal—Customers pay at your B2B checkout

• Pay Online—Customers pay via sales document templates

• Merchant-initiated transaction—You enter customer payment details via the sales order

All payment channels are available by default. B2B Portal and Pay Online require additional setup. You can disable payment channels from your Cin7 Pay dashboard.

Prerequisites

• You've created a Cin7 Pay account

B2B Portal

Add Cin7 Pay to your B2B checkout:

1. Go to Integrations → 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. Find out about reconciling Cin7 Pay invoice payments.

Pay Online

Add Pay Online buttons to sales document templates, allowing customers to pay directly from quotes, sales orders, and invoices.

Download the document 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. If you see the PROTECTED VIEW warning, click Enable Editing.

3. On your keyboard, press Ctrl+A (to select everything) and then Alt+F9 (to unlock the merge fields).

4. Click and select where you want to add the Pay Online button.

5. Under Insert > Text on the ribbon, click Quick Parts > Field.

6. On the dialog:

   • Set Field names to MergeField.

   • In Field name, enter Cin7Pay.

   • Set Format to (none).

   • Deselect all Field options.

   • Deselect Preserve formatting during updates.

   • Click OK.

7. Save the document.

You should see the following field added to your document: { MERGEFIELD Cin7Pay }.

Upload the template

1. In Core (Document and email templates > Sale), click New template.

2. Choose the Template type.

3. Enter a Template name.

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

5. Save.

Now, when you send customers documents with this template, they can click Pay Online to open Cin7 Pay and make a payment.

Before sending the document, ensure you've authorized the transaction. The button won't show for unauthorized transactions.

Find out about reconciling Cin7 Pay payments.

Merchant-initiated transaction

Make payments on behalf of customers with merchant-initiated transactions:

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.

Disable payment channels

1. Go to Money → Cin7 Pay.

2. Open Account and setup.

3. Under Payment channels, deselect payment channels.

4. Save.

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