Checkout - Payment - Send Bill/Purchase Order

This payment option enables users to pay via send bill/purchase order. This option is only available if enabled by the administrator in User Payment Preferences. Sales tax can only be applied to certain payments under certain circumstances. See Sales Tax Overview.

A user must have an address that includes a Country setting in their user record to checkout using the Send Bill payment method. If an address is not available in the user record, the address defaults to the user's Location OU address. If no Country is available for the user, they cannot checkout using the Send Bill payment method.

Options

The following options are available from the Options drop-down list in the upper-right corner of the page:

  • Print - Select this option to print the current page without the page header and footer.
  • View Inventory - Select this option to open the Manage Inventory page. This option is only available to users with permission to manage inventory.

Purchase Summary

The Purchase Summary panel appears on the Payment step of the Checkout process, and it displays a summary of the shopping cart items, including a subtotal. For organizations with Coupon Code functionality enabled, the Purchase Summary panel enables users to enter coupons. See Checkout - Payment - Purchase Summary.

Enter Payment Information

To pay for training using the Send Bill method of payment on the Checkout - Payment page, select Send Bill from the Select Payment Method drop-down list. If the administrator has set a minimum required purchase amount, this option does not appear unless the user has purchased the minimum amount.

Reference Number

The Reference Number field is only available if enabled by the administrator in User Payment Preferences.

Enter a reference number to have the invoice sent.

Comments

The Comments fields are only available if enabled for a payment type by the administrator in User Payment Preferences.

If the Comments field is enabled for a payment type, then users are able to enter comments for the transaction, up to 500 characters.

Secondary Address

The Secondary Address fields are only available if enabled for a payment type by the administrator in User Payment Preferences.

If the Secondary Address fields are enabled for a payment type, then users are able to enter a secondary address for the transaction. The Secondary Address may also include a Company Name and Phone Number field, depending on the Billing Information Preferences that are set for the user's OU. These fields may be required, depending on the Billing Information Preferences and User Payment Preferences that are set for the user's OU. Note: The Secondary Address label can be customized in Billing Information Preferences.

The following character limits are applied to the Secondary Address fields:

  • Company Name - 100
  • Phone - 30
  • First Name - 30
  • Address - line 1 - 60
  • Last Name - 30
  • Address - line 2 - 60
  • Email - 50
  • City - 50
  • Zip Code - 10

Note: For portals with a CCH integration, if User Payment preferences are configured to use the secondary payment address for tax calculation, then CCH uses the user's secondary address to determine the tax rate and amount for the purchase.

Next

After entering the necessary information, click Next to proceed to the Review step. See Checkout - Step 2 - Review.