I have an ERP/CRM that is doing recurring billing but it has a horrible web interface. I would like to be able to create orders that customers could pay when they logged in. Think like your gas or electric bill.
Basically if someone setup an account I would be able to give them order with a due date and they could pay/view their invoice online.
This order data would be imported as a csv or some type of similar text file.
Bonus points for being able to view an account balance, and payment history.
Any idea what level of customization or extensions this might take?
For your requirements, you need to customize the magento:
Let me know if you have any question or need help.
Is there a way to import a batch of orders? I would probably be doing this for about 800 customers a week.
The bigger question might be- is Magento the right solution for the desired result?
This seems more like a need for electronic bill presentment & payment; that is, you want the customer to be able to review and pay the invoice in a secure portal, correct?
Option 1: bring data from ERP to Magento and replicate the order online; customer logs in and pays
Option 2: post the invoice(s) online for payment
Option 3: deliver the invoice electronically with an option to pay or some combination of 2 and 3
Option 4: enable online payments with invoice # and import payment data back to ERP to mark as paid
Option 1 seems to be the least efficient. Since you said the existing ERP integrated solution is a not acceptable, perhaps one of the other options is possible. What ERP and version has the invoices? Or are invoices created in something else? Is this a US based business? What types of payments do you want to accept?
B2B Payments Specialist
Thank you, I had moved on since it really seemed like a I was barking up the wrong tree. There is just not much I can find in EBPP software, while shopping cart type systems are much more common. Looks like I will have to go with a larger vendor like ACI or something.