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# Let buyers pay invoices from their account

**Where:** Customer account → **Delegate console** → **Payments** tab **Who:** You turn it on; your company admins and finance contacts use it **Requires:** the **Payments** plan (or Governance) + Shopify Plus

This lets a B2B buyer sign in to their **customer account**, open the **Delegate console**, and make a payment toward their company's outstanding invoices **on their own** — no cashier needed. They enter an amount, OnAccount spreads it across the unpaid orders, and they're handed an invoice to pay.

> ⚡ **Needs the Payments plan and Shopify Plus.** Collecting company payments is on the **Payments** plan (or Governance), and it relies on Shopify Plus capabilities (B2B manual payments and saved/vaulted cards), so the store must be on **Plus** too. On non‑Plus stores this collection feature isn't available — but **monthly statements still work** (see below).

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## How it works for the buyer

1. A **company admin** or a **finance** contact opens the **Delegate console** in their customer account and selects the **Payments** tab.
2. They pick a **currency** where there are outstanding orders in more than one. Their company's outstanding orders load — the whole company, across every location.
3. They enter an **amount** (capped at what's payable); it's spread **most overdue first**, then soonest due, then oldest, with a preview of what each order will receive.
4. They continue to a generated **invoice** and pay it. Once paid, the payment is split across the underlying invoices automatically.

Payment is always **company‑wide** — there is no per‑location payment step. Anyone who can pay can pay against any of the company's outstanding orders.

---

## Before you start

* You're on the **Payments** plan (or **Governance**). See [Getting started](https://molsoft.crisp.help/en/article/getting-started-1n8p534/).
* Your store is on **Shopify Plus** (required to *collect* payments).
* **Delegate is turned on** for the company and the **Delegate console** is added to your customer accounts. This is the surface the Payments tab lives on — set it up in [Set up Delegate](https://molsoft.crisp.help/en/article/set-up-delegate-3mslt1/#2-set-it-up) (Steps 1–2).
* The company's **Payments module** is enabled in Delegate (it's on by default on the Payments plan).
* The company has at least one **company admin**, and optionally one or more **finance** contacts (see below).

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## Set it up

There's no separate extension to install — the Payments tab rides on the Delegate console you already add to customer accounts.

### Step 1 — Make sure buyers can reach the console

Follow [Set up Delegate](https://molsoft.crisp.help/en/article/set-up-delegate-3mslt1/#2-set-it-up), Steps 1–2: turn Delegate on for the company, assign a **company admin**, and add the **Delegate console** to your customer accounts. Once that's done, the console appears in the buyer's account for the people allowed to see it.

### Step 2 — Turn on the Payments module

In **Delegate**, open the company and make sure its **Payments** module is **on**. When it's off, the **Payments** tab doesn't appear in the console for anyone at that company. (The module is on by default on plans that include company payments.) You control this per company, and store-wide by default — see [Choose which features each company gets](https://molsoft.crisp.help/en/article/set-up-delegate-3mslt1/#2-choose-which-features-each-company-gets-feature-modules).

> The **Payments** module also carries the **monthly outstanding statement** — an automatic email of a company's open orders to an accounts-payable recipient list. It's set up alongside this feature; see [Monthly statements](https://molsoft.crisp.help/en/article/audit-logs-monthly-statements-3fh8x2/#2-monthly-statements).

> 📄 **Not on Shopify Plus?** The **Statements** side still works. On a non-Plus store the **Payments** tab is hidden and the statement email goes out **without** the "View and pay in your account" button — your buyers get their monthly outstanding-order statement, they just settle it with you directly instead of paying through OnAccount. Only the payment *collection* needs Plus.

### Step 3 — Decide who can pay

Two OnAccount roles can use the Payments tab, both **company‑wide**:

| Role | What they can pay | Where you set it |
| ---- |
| **Company admin** | The whole company's outstanding orders. | Delegate → the company (assign an admin), or the **Admin role** switch in the merchant contacts table. |
| **Finance contact** | The whole company's outstanding orders. | Delegate → the company contacts (the **Finance role** switch), or a company admin toggles it in the console's Add / Edit staff screen. |

Everyone else — ordering‑only staff and buyers who aren't admins or finance — **cannot** pay, and simply don't see the Payments tab.

A company admin can already pay, so designating a **finance** contact is only needed when you want someone *other than* the admin to handle payments.

---

## What the buyer sees

* A **currency selector** when there are orders in more than one currency. Payments apply only to orders in the selected currency; orders in other currencies appear separately with a prompt to switch.
* Their company's **outstanding orders** — each showing paid, pending, and outstanding amounts, the due date, and an "N days overdue" badge where it applies.
* An **amount field with an allocation preview** showing what each order will receive.
* A **Continue to payment** button that creates the invoice.

---

## Test it quickly

1. Sign in as a **company admin** (or a **finance** contact) of a company with outstanding orders.
2. Open the **Delegate console → Payments** tab → the company's orders load.
3. Enter a partial amount → confirm it's allocated most‑overdue‑first → continue → you get an invoice to pay.
4. Pay the invoice → after a moment, the company's outstanding balance drops by that amount, split across the right invoices.
5. Sign in as an **ordering‑only** staff member → the **Payments** tab isn't there.

---

## Troubleshooting

| What you see | What it usually means |
| ---- |
| **No Payments tab** in the console | The buyer isn't a company admin or finance contact, the company's **Payments module** is off, or you're not on the **Payments** plan (or Governance). |
| The **console link** isn't there at all | Delegate isn't on for the company, there's no company admin, or the Delegate page/nav block isn't added to customer accounts — see [Set up Delegate](https://molsoft.crisp.help/en/article/set-up-delegate-3mslt1/#2-set-it-up) Steps 1–2. |
| **Orders don't appear** | The wrong currency may be selected, or balances are still catching up. Switch currency and retry. |
| Payment **didn't reduce the balance** | The invoice hasn't been paid yet, or the split is still processing — it applies once the invoice is paid. |