(1) Regarding credit card numbers, this is not something B2BKing would handle directly. This is generally something that a payment gateway would handle. I believe that for example the free Stripe gateway has an option for saving credit cards numbers: https://woocommerce.com/products/stripe/
If you already have such a gateway on your site, but not sure how to add credit card numbers to an account via the site backend: the solution may be to simply login as the customer and add the number via the frontend if that's an option. You can login as any customer with this plugin: https://wordpress.org/plugins/login-as-user/
(2) Regarding sending customers a monthly invoice: here are you using the B2BKing credit gateway to allow customers to purchase on a line of credit?
And are you looking to automatically create a monthly order / invoice, so they can repay the credit used?
Currently we do not have a feature for this but I think this is something we could add to the plugin. Can you give us any more info on how this would work ideally? Would the order be created automatically on the 1st of each month?
I looked in the support docs, but couldn't find the answer.
How do I manually add credit card numbers to house accounts to keep on file?
Can the system email house accounts a monthly invoice of what they owe?
Thank you for your help!
Hi Noah,
I'd be glad to assist,
(1) Regarding credit card numbers, this is not something B2BKing would handle directly. This is generally something that a payment gateway would handle. I believe that for example the free Stripe gateway has an option for saving credit cards numbers: https://woocommerce.com/products/stripe/
If you already have such a gateway on your site, but not sure how to add credit card numbers to an account via the site backend: the solution may be to simply login as the customer and add the number via the frontend if that's an option. You can login as any customer with this plugin: https://wordpress.org/plugins/login-as-user/
(2) Regarding sending customers a monthly invoice: here are you using the B2BKing credit gateway to allow customers to purchase on a line of credit?
And are you looking to automatically create a monthly order / invoice, so they can repay the credit used?
Currently we do not have a feature for this but I think this is something we could add to the plugin. Can you give us any more info on how this would work ideally? Would the order be created automatically on the 1st of each month?
Kind regards,
Stefan