Disclaimer: Not all features shown are available with the standard LilyPad Vortex package.

Shipping #

Require Shipping (Customer/Salesperson) — When ON, users must use a shipping method at checkout.
Shipping Options — Lets the user map shipping products to carriers/services. Multiple lines can be created; the entered carriers and services also appear in Step 3.
Require By Term (Customer/Salesperson) — Sets the term for shipping.
Require By Order Total Under (Customer/Salesperson) — Sets an order price that awards free shipping. (E.g., if set to $100.00, any order over $100.00 gets free shipping.)
“FREE SHIPPING” In Shipping Drop Down (Customer/Salesperson) — Text box to indicate free shipping is being awarded; the message displays under the shipping method on checkout.
Shipping Address Options (Customer/Salesperson) — Choose which address types are available at checkout: Bill To, Ship To, Home, Main Office, and Remit To.

Step 2 — Shipping Priced By: Determines how the shipping charge is priced (Price, Weight, Flat Rate, or UPS quote).

Step 3 — Shipping Rates: Lets the user set prices/methods for shipping.

📷 Image placeholder: Shipping rates with FedEx selected

Payments #

Accept Payments — Allows the user to accept payments in Vortex.
Payment Processors (Customer/Salesperson) — Select from four payment methods: Cash, Credit, Check/ACH, or Check. Credit cards are processed through Payhub Payments. All payment types can be active at once; users select their type at checkout under Payment Methods.

Payhub Setup:

Transaction Type (Customer/Salesperson) — Two ways to verify credit card information. AUTHORIZE: the user must log into the Payhub terminal to complete the transaction there. CAPTURE: checks credit card information and completes the transaction entirely in Vortex.
Payhub Username — Text box to add your Payhub username.
Payhub Password — Text box to add your Payhub password.
Require Payment — Setting to require payment or not.
Require Payment By Type (Customer/Salesperson) — Set payment requirements by type.

Show Issued Orders as Invoice (Customer/Salesperson) — When reviewing issued orders, they are labeled “Invoice” instead of “Issued” in the top right.