Enable pay by check for companies

Marketplace Managers can grant companies the option to pay for purchases by check. When they do, the option to pay by check appears when users that belong to those companies make purchases, and when Marketplace Managers, Sales Support Representatives (SSRs), and Resellers make purchases on their behalf.

📝 Note: If your marketplace does not support pay by check and you require it, contact your AppDirect technical representative.

The state of an invoice when it is generated depends on who makes the purchase and the options they select, as follows:

• When customers make purchases—Invoices are generated in Unpaid status unless AppDirect has enabled an option to generate the first invoice associated with a purchase in Paid status.
• When Marketplace Managers, Sales Support Representatives, and Resellers make purchases on behalf of customers—An option to mark the invoice as paid appears next to Pay by check on the checkout Order Details page. Invoices are generated in Unpaid status unless one of the following conditions is true:
  • The purchaser marks the invoice as paid because they receive payment at the time of purchase.
  • AppDirect has enabled an option to generate the first invoice associated with a purchase in Paid status. If this option is not available and you require it, contact your AppDirect technical representative.

After Marketplace Managers receive check (off-platform) payments for Unpaid invoices, they locate the corresponding invoices and mark them paid off-platform. The status of the invoices changes to Paid. For more information, see Add or edit off-platform payments.

To enable pay by check for companies

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to Manage > Marketplace > Home | Companies > companyName. The Company page opens.
2. Click Manage Company > Enable Pay by Check.

Change Manual payment option label

By default, when Marketplace Managers enable pay by check for companies, the payment type option label that appears for end-users during checkout is Manual payment. To change the label from Manual payment to Pay by check (or any other text) with a translation key anytime after AppDirect enables payment by check for the marketplace, add the following translation key to the Translations table. For more information, see Create and manage translation keys:

• Key: Manual.Payment (case sensitive).
• English Translation: Pay by check or your choice of label.