How to add an Invoice as a payment option

Limio simplifies B2B invoicing by enabling you to integrate various payment methods, including sending invoices to customers. 

Adding 'Invoice' as a Payment Method in Limio

To set up 'Invoice' as a payment method, follow these steps:

1. Select an Offer and click on it to edit.
2. Locate the Payment Types section in the Offer's attributes.
3. From the Payment Type dropdown menu, select Invoice.

Your selected Offer will now use 'Invoice' as its payment method in the checkout. No electronic payment method will be created when the order is submitted.

Specify the Payment Method ID for Invoice Payments

From Limio App release 93.0 onwards, you can configure a Zuora Payment Method ID in the General Settings > Zuora section. This ID is transmitted to Zuora when an order is completed in Limio, enabling the categorisation of the 'Invoice' payment method in Zuora.

How to Configure the Zuora Payment Method ID:

1. Navigate to General Settings > Zuora in the Limio App.
2. Locate the field labelled Zuora Payment Method ID for Invoice Payments.
3. Enter the desired Payment Method ID.
4. Click Save to apply the changes.

This ensures that orders sent to Zuora with the 'Invoice' payment method are properly categorised.