Edit Retailer Credit or Payment Terms

Objective

You have new retailers on ShipEarly you want to setup their payment terms. When transactions are placed on Account it works toward the retailers Credit Balance. Please make sure you establish a Credit Limit for the account. As they place transactions on account it will count against their remaining credit. Transactions placed with Credit Terms will appear as 'Unpaid' as their financial status. Please note, all payment methods can be displayed and selected simultaneously, see below for all payment types:

Credit Terms

Credit Card Payments

On File Payment Method

Establish Credit Terms

1. Login to ShipEarly
2. Click on Retailers tab
3. Find the retailer you wish to edit their credit terms, click the Edit button
4. Ensure the Credit Limit for the retailer is positive
5. Select which Credit Terms you would like eligible to be applied on retailer orders
6. Click Save

Enable or Disable Credit Card Payments

All credit card payments are handled through Stripe on B2B. Please note, credit cards are not charged until the order is confirmed by the master brand account. Credit Card transactions will appear as 'Paid' as their financial status.

1. Login to ShipEarly
2. Click on Retailers tab
3. Find the retailer you wish to edit their credit card payments, click the Edit button
4. Select 'Enable Credit Card' to allow dealers to buy with credit cards and deselect to remove the option
5. Click Save

On File Payment Method

The On File Payment method is intended if you want to collect payment outside our platform. This could be ACH Payments or a factoring program used that extends credit terms.

1. Login to ShipEarly
2. Click on Retailers tab
3. Find the retailer you wish to edit their payments, click the Edit button
4. Select 'Enable on File Payment' to show this as an option to complete an order or deselect to disable.