Account admins are responsible to set the payment methods for their Gelato Globe account. To set payment settings click on your initials at the top right corner, then select Settings > Payment method.
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 your Implementation Specialist.
Once enabled at account level, these payment settings will then available for use at group level. Each group can have several payment methods enabled, however we recommend having just one per group.
Tip: You can create different user groups and assign different payment methods to each group, e.g. one group for Internal Users who is allowed to pay with Invoice and one group for External Distributor who is allowed to pay with Credit card only.
Depending on which payment method(s) you select at Group level, a user will go through one of the following checkout flows:
1. Invoice payment
On the payment page users will select 'Company invoice' as payment method. At the next step they will be presented with the billing entity (-ies) linked to their group. Users usually are presented only with the relevant information for their country or region. After selecting the appropriate billing entity you may be asked to select a cost center or project code, if available.
2. Credit card
If this method is selected, the users assigned with Group having this method can add their choice of credit card from Account > Credit Cards. The available cards will then be showed for payment in order checkout flow.
Note: User will also be able to input their credit card information during checkout.
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.
Payment request workflow
How to enable the payment request workflow