How to Set Up Payment Options

The Payment Options setting lets you record what payment forms you accept and any surcharge that is applicable. This information is then used for Receipting and for Document merging.

1. Access Payment Options

The Payment Options settings are located in the System Preferences. It can be accessed by either

 

1.1. Opening the System Preferences

Go to the top menu and click on Tools and then click Administrative and then Preferences

Once the Preferences window opens go the Accounts tab and then the Payment Options tab.

1.2. Via the Template Setup Guide

Alternatively you can click on Tools > Template Setup Guide and when the guide appears click on the Set Payment Options button.

2. Activate/Edit an existing option

Within the Payment Options are a number of default payment types (such as Visa, AMEX etc) which can be activated/edited. To activate or edit one of the existing options, highlight the relevant payment option and then click the edit button.

The Edit Payments Option window will now appear. To enable a payment type:

  1. Set the slider to Enable
  2. Confirm that the type of payment i.e. Credit Card, Paypal, Other
  3. Set the name of the payment type
  4. If there is a fixed surcharge amount per transaction regardless of the amount of the transaction, i.e. $1 per transaction, specify it here
  5. If there is a percentage (%) surcharge amount per transaction, specify it here

Click Save & Close to finish.

3. Add a new Payment Option

To add a new type of Payment option i.e. Stripe, click the Add button at the bottom of the grid.

The Add Payment Option window will now appear. Enter the following information

  1. Set the slider to Enable
  2. Set the type of payment. In the example of Stripe, the payment type would be set to 'Other'
  3. Set the name of the payment type - in this case Stripe
  4. If there is a fixed surcharge amount per transaction regardless of the amount of the transaction, i.e. $1 per transaction, specify it here
  5. If there is a percentage (%) surcharge amount per transaction, specify it here

Click Save & Close to finish. Then close the Preferences window by clicking Save & Exit.

4. Payment Option Availability

The new/edited payment options will now appear in the Payment Options grid

These new/edited options will also appear at the time of creating a receipt.