>How to Set Up Payment Methods in Magento 2 (Part 2)

How to Set Up Payment Methods in Magento 2 (Part 2)

This is the second part in the tutorial series on how to set up payment methods in Magento 2. In supplement to the previous part on PayPal payment methods, we will take a closer look at the rest of payment list, including 7 methods: Cash On Delivery, Bank Transfer Payment, Zero Subtotal Checkout, Check/Money Order, Purchase Order, Authorize.net Direct Post, and Braintree.

To read about setting up Paypal for Magento 2, please take a look at our previous blog post: How to Set Up Payment Methods in Magento 2 (Part 1)

Cash On Delivery Payment

cash on delivery

In Enabled, choose Yes to activate Cash On Delivery payment method.

In Title, set as Cash On Delivery to notify the customer of the payment method in the checkout process.

In New Order Status, select Pending so that the status of an order is set as pending until payment receipt is confirmed.

In Payment From Applicable Countries, allow customers from all countries to use Cash On Delivery method by selecting All Allowed Countries. Otherwise, explicitly set which countries to apply this payment method in the drop-down list of Specific Countries.

In Instructions, write a short guide for the customer when making Cash On Delivery payment.

In Minimum Order Total and Maximum Order Total, set the requirement of order amount to be qualified for Cash On Delivery payment.

In Sort Order, choose a number to set the position of this Cash On Delivery in a list of payment methods in the customer checkout process. For example: 0 = first, 1 = second, 2 = third.

Click Save Config to save all configuration.

Bank Transfer Payment

bank transfer

In Enabled, choose Yes to activate the Bank Transfer payment method.

In Title, set as Bank Transfer to identify this payment method for customer’s checkout process.

In New Order Status, select Pending so that the status of an order is set as pending until payment receipt is confirmed.

In Payment From Applicable Countries, select All Allowed Countries to enable Bank Transfer for customers from all countries, or choose countries in the list of Specific Countries where the customer can purchase from.

In Instructions, write a short guide for the customer when using Bank Transfer payment, some information needs to be included in this instruction: bank name, bank address, bank routing code, bank account name, account number.

In Minimum Order Total and Maximum Order Total, set the requirement of order amount to be qualified for Bank Transfer payment.

In Sort Order, choose a number to set the position of this Cash On Delivery in a list of payment methods in the customer checkout process. For example: 0 = first, 1 = second, 2 = third.

Click Save Config to save all configuration.

Zero Subtotal Checkout

Zero Subtotal Checkout is the type of payment that is applied for orders created from admin or customer order with the subtotal of payment that is equal to zero. This payment type can be set to invoice to save time automatically.

zero subtotal checkout

In Enabled, choose Yes to activate Zero Subtotal Checkout payment.

In Title, set a title to notify the customer of the payment method in the checkout process.

In New Order Status, choose which status to show when the order is waiting to be authorized.

Pending indicates that the order is in the authorization process.

Processing indicates that payment has been authorized and the transaction is being processed.

In Automatically Invoice All Items, choose Yes to set automatic invoice for order with zero subtotal.

In Payment From Applicable Countries, allow customers from all countries to use Cash On Delivery method by selecting All Allowed Countries. Otherwise, set specifically which countries to apply this payment method in the drop-down list of Specific Countries.

In Sort Order, choose a number to set the position of this Cash On Delivery in a list of payment methods in the customer checkout process. For example: 0 = first, 1 = second, 2 = third.

Click Save Config to save all configuration.

Check/Money Order

check money order

In Enabled, choose Yes to activate Check/Money Order Payment.

In Title, set as Check/Money Order for the customer to easily identify in the checkout process.

In New Order Status, select Pending so that the status of an order is set as pending until payment receipt is confirmed.

In Payment to Applicable Countries, choose All Allowed Countries to apply Check/Money Order for customers from all countries or specify countries that customers can use this payment method in Specific Countries list.

In Make Check Payable To, add information about the party that the check must be payable.

In Send Check To, add an address that checks will be mailed.

In Minimum Order Total and Maximum Order Total, set the minimum and maximum amount of order to be qualified for this payment method.

In Sort Order, choose a number to set the position of this Check/Money Order in a list of payment methods in the customer checkout process. For example: 0 = first, 1 = second, 2 = third.

Click Save Config to save all configuration.

Purchase Order

The Purchase Order is the number that allows commercial customers to pay for authorized purchases. This information is authorized and issued by the company before making the purchase. When a customer chooses Purchase Order payment, the company will process it in the customer’s account payable system. Thus it is essential to determine the creditworthiness of commercial customer before accepting payment by purchase order.

purchase order

In Enabled, to activate Purchase Order payment choose Yes.

In Title, set as Purchase Order for the customer to quickly identify the payment method during the checkout process.

In New Order Status, select Pending so that the status of an order is set as pending until payment receipt is confirmed.

In Payment to Applicable Countries, apply Purchase Order for customers from all countries by choosing All Allowed Countries, or select countries in the list of Specific Countries to decide where customers can use this payment method.

In Minimum Order Total and Maximum Order Total, set the minimum and maximum order amount to be qualified for this payment method.

In Sort Order, choose a number to set the position of this Check/Money Order in a list of payment methods in the customer checkout process. For example: 0 = first, 1 = second, 2 = third.

Click Save Config to save all configuration.

Authorize.net Direct Post

Authorize.net Direct Post helps you process all transaction steps from collecting payment data, submitting data to responding to customers while they remain in your store. The process of using this payment method is listed in the following chronological steps: first, a customer selects Authorize.net Direct Post then enter credit card information, review order and click Place Order button. Authorize.net will validate customer’s card information and process the transaction. Customer will be directed to confirmation page if the transaction is successful; otherwise, an error message will be displayed so that customer can try the different card or different payment method.

Braintree

braintree

Braintree allows customers to checkout through Braintree system which is integrated with PayPal and fraud detection, thus helping merchants to reduce PCI (Payment Card Industry) compliance burden.

Presented above is the configuration of payment methods provided in Magento default; however, since the default of Magento still has some drawbacks, for example, all enabled and disabled methods will all be displayed in the checkout process, making it more time-consuming and inconvenient for customers to proceeding to checkout.

Shipping and Payment per Customer Group for Magento 2 by BssCommerce can help admin solve that problem quickly. More importantly, this extension allows admin to assign each payment methods for specific customer groups, thus allowing better managing and targeting at potential and superior customers.

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Shipping and Payment per Customer Group M2_Image feature

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