Friday, June 21, 2019

Resolve error "Sorry, the information below is either incomplete or needs to be corrected." in the Payment page of Reference Checkout 2.0


This error is encountered when the account does not have any Payment methods setup. Reference Checkout 2.0 comes with a payment module that will display the three payment options - Credit/Debit, PayPal, and Invoice in the Checkout page.

There are a number of settings that need to be done for this component to be available:

1. Credit/Debit Card

- Credit Card Processing gateway should be set-up

2. Invoice

- For new customers, there should be a preferred term (Setup> Accounting> Accounting Lists). For existing customers, they must have terms set on the customer record.

Setup> Site Builder> Set up website> Shopping> Sales Order type = Per Customer Basis and

Shopping tab> Payments Page section> Allow non-credit card payment methods during Checkout should be enabled

3. Paypal

- Paypal integration feature should be enabled and Paypal account should be created

- Select the Paypal account in Setup> Site Builder> Setup Website> Setup tab

- Setup> Site Builder> Setup Website> Shopping> Payments Page section> Allow non-credit card payment methods during Checkout should be enabled

* A tabbed appearance of the Payment Methods page is used if at least two of the payment options are enabled in the site.

 

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