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The Payment Methods screen allows you to define the payment methods (such as cash, on account, credit cards) available in your system. Access it from the menu (Utilities -> Payment Methods).
WARNING: Once a Payment Method has been defined, you should NOT change its identifier (ID Code). Doing so could cause significant issues with your IBE.
Figure 1: Payment Methods screen
Adding a Payment Method
To add a payment method, click the Add button on the Payment Methods screen. The screen will switch into Add/Edit mode, where you can enter the required details. Click the Save button to complete the operation.
Figure 2: Payment Methods screen - Add/Edit mode
Table 2: Payment Methods Screen Descriptions
| Control | Description |
|---|---|
| Processing Fee | Processing Fee associated with the use of the Payment Method. Can be set to a fixed Value or a Percentage of the Payment (only available with Processing Fee Type of ‘Per Payment’). Processing Fees may also be set in multiple Currencies and/or by Route Type, if those features are enabled. |
| Minimum / Maximum | The minimum and maximum Processing Fee when using ‘Percentage’. |
| Processing Fee Type | Set the Type of Processing Fee:
|
| Currency | You may set a fixed value (per currency) by setting the Static Rate to Y in the Currency grid. |
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