Thursday, March 8, 2007

How do you add special instructions for payment options?

This question comes up in about 50% of projects. Some example situations may and include instructions for purchase orders, faxing orders, and snail mail orders. When entering instructions, you can not enter HTML tags. This will cause the page to crash. So, if you want special instructions to show up on the payment screen please do the following:

  1. Log into the administrator.
  2. Click on the green tab at the top labeled options.
  3. In the left hand column, click on the payment link.
  4. From here, you'll see a listing of all the different payment options. Click the edit button next to the payment option you would like to edit.
  5. In this example, we will use the purchase orders option.
  6. So, click on the edit button next to purchase orders.
  7. On the screen, you'll see two different text boxes.
  8. In the top text box, you'll see purchase orders . Change this if necessary.
  9. The second box called description, is a great place to put any special comments. place any special comments here, Then click The green save changes button.
  10. That's it.

Please note, this option is only available for the following purchase options. All other changes will require custom code.

  • Purchase order
  • Check
  • Telephone
  • COD

If you would like to change the text for the other options, you will have to do a little coding. In order to do so, please edit the payment.ascx found in BVModules\Controls\

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