With CourseCo’s new feature improvement, admins can select and choose the Organisations and Org reps that can use PO number on Checkout.

To enable a Payment Invoice option for an Organisation, follow the steps below:

For Organisation

  • In Contacts, search the organisation for which you want to turn ON the Checkout invoice allowed setting

  • Select the Organisation, for example: Facebook

  • In the Checkout Invoice allowed, select YES in the dropdown

  • Click Save

Note that you can allow an org rep to use PO number on checkout only when the organisation they are linked to is set to YES

For Org Reps

  • In Contacts, search the Org rep for whom you want to turn ON the Checkout invoice allowed setting

  • Select the Org Rep, for example: Joe test

  • In the Checkout Invoice allowed, select YES in the dropdown

  • Click Save

Make sure that the Org Rep is linked to the correct organisation so that they are allowed to use the PO number payment option

  • To change the setting to NO, simply go to details of org rep contact and Select NO from the dropdown in the setting Checkout Invoice Allowed