How to have payment authorization only for Purchase Order forms

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    sandysue
    Asked on June 04, 2017 at 02:00 AM

    Hello,

     

    I tried to search your forum but coudn't find my answer. I will continue to search while I wait for your response. I created a very nice order and for an embedded it into my site. I only have one issue. This order form will be sent to our distribution center and all billing/invoicing is done there. Clients have their payment information on file or are invoiced. It giving me a paypal error but won't let me choose purchase order which I think is what I need. I just need the form to be sent to a couple different people. Can you help me? I was very happy to find your product. Very user friendly.

     

    Sandy

     

     

  • Profile Image
    jonathan
    Answered on June 04, 2017 at 02:16 AM

    The Purchase Order app will allow you to create payment forms, purchase order or purchase order forms BUT without any vendor payment integration.

    So you will not be able to use it to capture Billing/Payment details of the clients.

    To be able to capture payment billing details you will need to use payment tool that have vendor payment integration.

    Paypal is one the most commonly used. Since you mentioned already using paypal, I recommend you use paypal.

    You can still use Paypal without getting the payment from the clients. You can only capture their Billing information. You can do this by enabling the Payment Authorization only feature of Paypal.

    User guide: How-to-Enable-Payment-Authorization

    I hope this help. Let us know if you need further assistance.