Follow the instructions below to create a layout for the checkout flow that is used when orders are paid for after approval has been given.
To create the delayed payment checkout flow:
On the Design tab, clone the Checkout Layout and give it a descriptive name like
Checkout, Order Approval, Delayed Payment
.Enable the Display layout to account shoppers only option.
Set the layout to be displayed when the Order Status is
PENDING_PAYMENT
. If your storefront uses the scheduled orders feature, also set the layout to be displayed with the Order Status isPENDING_PAYMENT_TEMPLATE
.Save the clone.
Go to Grid View for the
Checkout, Order Approval, Delayed Payment
layout.The rows containing the
Notifications Widget
,Header – Basic
, andFooter Widget
widget instances should remain as is. Remove all widgets from the row in between them (Login – Checkout
,Customer Address Book
,Payment Details
, and so on).Add a new instance of the Managed Account Address Book widget (version 3 or later) to the empty row you just created. Name the instance
Managed Account Address Book, Delayed Payment
. View the widget’s settings and ensure that both Include Billing Details and Include Shipping Details are enabled. Note that this version of the widget will disable editing of the shipping address if the order state isPENDING_PAYMENT
.Add the next four widgets to the row. Use the same instances you created for the Billing and Payments tab of the immediate payment flow.
Payment Gateway Options (version 1 or later).
Payment Details (version 6 or later)
Gift Card Widget (version 3 or later)
Cart Summary (version 5 or later).
Add a new instance of the Order Summary - Checkout widget (version 9 or later) to the row.