Gelato offers the possibility to pay for your orders using 4 different payment methods: company invoice, credit card, payment requests and prepaid credit. These have to be activated in your account settings and can be associated with different user groups to allow specific users to pay in different ways.
In this article:
Available payment methods
You can pay for your orders using 4 different payment methods:
1. Company invoice
This option allows the user to choose from a pre-populated list of billing entities linked to the group(s) they belong to. Usually, users are presented only with the relevant information for their country or region. After selecting the appropriate billing entity they may be asked to select a cost center or a project code, if these options have been enabled in your account. When you select this payment method, Gelato will send out an online invoice to the billing entity you selected.
2. Credit card
If this method is selected, the users can either input their credit card information as part of the checkout process or pre-load their credit card from Account > Credit Cards. The available cards will then be shown for payment in the order checkout flow. When you select this payment method, you will only receive a payment confirmation but no invoice. Read more...
3. Payment Request
A Payment Request is a type of payment method which limits selected users from placing an order without this being approved first by another party, normally the account administrator. It is a useful option if you want to limit some rights for users and control costs. Read more...
4. Prepaid Credit
Prepaid Credit is credit that can be preloaded to your account and assigned to specific cost centers, individual users or user groups. The account admin is responsible for preloading and allocating prepaid budgets. It is a useful option if you want to limit some rights for users and control costs. Read more...
Setting up payment methods
In order to be used and to be correctly visible to the right users during checkout, payment methods have to be correctly configured first at account level - to enable them for the whole account - and then at group level - to ensure that the right users see the relevant payment methods.
1. Payment methods setup at account level
Account admins are responsible to set the payment methods for their Gelato account. To set payment settings, click on your initials at the top right corner, then select Settings > Payment and tick the box next to the payment method you wish to enable.
Note: Remember that 'Pay by invoice' has to be enabled also in our back-end systems to be available here. If this option is not visible please contact us.
2. Payment methods setup at group level
Once enabled at account level, these payment settings will then be available for use at group level. Although each group can have several payment methods enabled, we recommend having just one per group. Important: If a user is part of multiple groups, he/she will be able to use all the payment methods enabled for all the groups he/she belongs to.
Tip: You can create different user groups and assign different payment methods to each group, e.g. one group for Internal Users who can pay with Invoice and one group for External Distributors who can pay with Credit card only.
Depending on which payment method(s) you enable at Group level, a user will see one or more of the following options during the checkout flow (see example below where Invoice, Credit card and Payment request are all activated).