The "Bill My Account" payment option allows orders to be placed within Quipli while handling payment outside of the Quipli system (ACH, separate POS system, QBO payments, etc).
Step By Step Instructions:
Turn on Rent On Account Feature by going to Settings > General Settings > Options > Checkout section > toggle Rent On Account Feature
When renting from the ecommerce site, customers will now have a "Bill My Account" option under Payment where they can Set up an account.
The customer will setup their account using a Company Name and any number sequence they want.
The status will show as pending > click "Confirm" to proceed with checkout
A request will be submitted to you and can be approved in the admin console. Navigate to Customers > On Account Request
Find the customer request at the top
Click the 3 dots on the right > Approve/Reject Request
The customer will receive an email notifying them of their account approval
Proceed with the order like any other order (reference this article for assistance: Managing Orders From Your Ecommerce Site)
While most On Account orders are using payment methods outside of Quipli, make sure to still log payment in Quipli using the Pay button in the invoices section with Other selected as the payment method
The On Account customer will receive an email with their invoice at the end of the order (off rented)