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PaySmart: Inviting Buyers

  • Updated

This article explains how sellers enable and manage PaySmart for their buyers within Ollie Order. It walks through turning payments on for customer accounts and inviting billing contacts to securely set up ACH information. The article also covers how to enable and disable auto-charge for a buyer account. 

  • Enabling PaySmart for Buyers
  • Enabling/Disabling Auto-Charge for Payments


 

Note: Prior to enabling PaySmart for buyers, Ollie Order users will need to activate their PaySmart merchant account. To start your activation, reach out to support@ollieorder.com.


 

Enabling PaySmart for Buyers

  1. Navigate to the Customers section of the side navigation.
  2. This view will show a list of all Company Profiles set up in Ollie Order. Select the company profile and navigate to the Details sub-tab of the profile. 
  3. Under the Customer Relationship Details sub-tab, ensure an Email is set for the buyer. 
  4. Within the Payment Preferences section, ensure the Payment Terms are set and accurate. 
  5. To request PaySmart payments for a customer, click + Request Payment Info within the PaySmart sub-section.
  6. On the side panel, enter the Customer Name, Customer Email, and the Brand you are inviting them from. 
  7. If needed, customize the invitation message then click Send Invitation. 


 

Enabling/Disabling Auto-Charge for Payments

When a buyer is set up with PaySmart and authorized a seller to leverage their ACH account for order payments, sellers have an option to turn on Auto-Charge for the buyer. Auto-charge will automatically leverage the buyer’s payment information based on the order Payment Terms (Due on Receipt / Net Terms). With Auto-Charge enabled, the payment method will automatically be used on the Payment Due Date. With Auto-Charge disabled, sellers will have an option to manually process payments on individual orders. 

  1. Navigate to the Customers section of the side navigation.
  2. This view will show a list of all Company Profiles set up in Ollie Order. Select the company profile and navigate to the Details sub-tab of the profile. 
  3. Within the Payment Preferences section, check the ENABLE AUTO-CHARGE FOR ACH PAYMENTS field to enable auto-charge for PaySmart. 
  4. Uncheck this field to disable auto-charge for PaySmart. 
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