Step 1: Set Up Your Payment Gateway
Supported Payment Processors
Luminous currently integrates with:
Cybersource
Authorize.net
If your organization uses a different payment processor, you will either need to:
Build a custom integration, or
Open an account with one of the supported processors.
Adding Your Payment Gateway
Navigate to System Settings in the bottom left-hand corner of the Luminous interface.
Scroll to the Payment Gateway section on the right.
Select your payment processor (Cybersource or Authorize.net).
Enter the required credentials:
Login ID
Transaction Key
Auth.net Key (for Authorize.net only)
Toggle Test Mode to False if you are ready to process live payments.
Tip: You can find step-by-step guides or video tutorials for configuring these settings on platforms like YouTube or through support resources like Monday.com.
Step 2: Configure Payment Options in the B2B Portal
Go to the B2B Portal Settings section.
Enable the following options:
Show Credit Card Form: Allows customers to input their payment details during checkout.
Disable No Payment Checkouts: Ensures that checkout requires payment.
When properly configured, customers will see the payment form during checkout, enabling them to pay with a credit card.
Step 3: Enable Automated Billing
Configure Invoice Types for Auto-Billing
Navigate to Invoice Types under the System Settings or Billing Settings.
Select the invoice type you want to configure for auto-billing.
Click Edit and adjust the following settings:
Apply Pricing Structure: Apply predefined pricing structures for this invoice type.
Payment Terms: Set terms such as "30/70" or other agreed-upon conditions.
Default Due Date: Define when payments are due.
Toggle Autopay On: This enables automatic payments for this invoice type.
Set Autopay Rules
Specify the conditions for autopay under Autopay After X Days.
Example: If you want the card to be charged 30 days after a shipment, enter "30."
Enable Automatically Email Invoice if you want the invoice emailed to the customer when triggered by the autopay rule.
Click Submit to save your settings.
Summary
By completing these steps, you will have successfully:
Linked your payment processor to Luminous.
Enabled the payment process in the B2B portal.
Configured automated billing to charge customers according to predefined rules.
This setup ensures seamless payment workflows and a smooth experience for your B2B customers.