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B2B Checkout without instant payment

B2B Checkout without instant payment

This is for a B2B site. Ideally want the the visitor to select items and checkout with a checkbox stating to use payment information on file. Then the order is sent to us. From there we can configure and add shipping costs and send client final payment receipt from payment method on file. We can't configure shipping in Magento as our orders are generally bulk orders and shipping varies greatly depending on that. For what it is worth, we currently use Quickbooks for our payment processing with our clients, however we currently do not have a website live.

3 REPLIES

Re: B2B Checkout without instant payment

Hi @jcd1006,

 

What if you create your own payment and shipping methods with your own rules (maybe you can add customer rules into that methods too).

In that way you won't charge anything to the client and you should process the payment and shipping data once you get the Order.

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Re: B2B Checkout without instant payment

 


Damian Culotta wrote:

Hi @jcd1006,

 

What if you create your own payment and shipping methods with your own rules (maybe you can add customer rules into that methods too).

In that way you won't charge anything to the client and you should process the payment and shipping data once you get the Order.


Thank you for replying!

Do you happen to have an example of this? like a tutorial? Also would this still place the order information into Quickbooks or would that require some coding, or is it even possible at all?

Re: B2B Checkout without instant payment

You can google "Magento2 create shipping method" or "Magento2 create payment method".

There are sevearl sources.

Ig you got those two custom methods your order will be an standard order into Magento so I guess your Quickbook integration will be fine.

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If you've found one of my answers useful, please give "Kudos" or "Accept as Solution"