By customizing your payment settings, payments are uniform and streamlined. This can help employees and customers alike understand their payment terms, payment methods, and can save time when entering a payment as well as giving the customer the ability to pay through the Customer Portal. For more information on the customer portal, please see Customer Portal Module Overview.
Table of Contents
Navigate to Settings / Accounting / Payment Methods.
Updating Payment Methods
1. Go to the System section.
a. Toggle the switches to enable different payment methods.
b. Use the Ellipsis on the right to edit names or set methods by default.
2. Go to the Custom section.
a. Use toggle switches to enable the payment method.
b. Use the Ellipsis on the right to edit, set as default, or delete this method.
c. Click on the Plus Add icon to add additional payment methods, an Add New Payment Method screen will open.
d. Name - Add the name of the custom payment method.
e. Deposit Account - Select a deposit account from the dropdown list.
f. Click Save.
3. Payment Integrations - This feature allows you to process credit card payments within the system and customers can submit payments directly through the Customer Portal. For more information on the customer portal, please see Customer Portal Module Overview.
If you choose to Enable payment integrations, your customers can make payments via the Customer Portal. This can help them have a quick check-out process. On an order, customers can select the Pay Now button to pay for their orders without additional assistance.
If you choose to Disable payment integrations, the Pay Now button will not appear and customers cannot make payments via the Customer Portal. They will need additional assistance to pay for their orders.
For more information on Credit Card Transactions please see Integrated vs Non Integrated Credit Card Transactions.
Note: Fields marked with a red asterisk are required fields.
a. Integrated Payments - Toggle the Enable and Disable switch to allow payment integrations.
b. Processor - Select from the dropdown list.
Note: For more information on Merchant Service Providers, please see CoreBridge's Integrated Merchant Service Providers.
c. API Key - An API (Application Programming Interface Key) is a unique code that authenticates and authorizes access.
d. API Secret - This is similar to a password and is used in conjunction with an API Key.
e. Connect URL - This is a unique url to connect your system to the processor.
f. Store Name - Enter your store name.
g. Credit Card Deposit Account - Select from the dropdown list the account to store the credit card payment.
h. Credit Card Reader Enabled - Check if you will use a device that accepts credit card payment and is part of a point of sale terminal.
i. ACH (eCheck) Payments Enabled - Check if you will accept electronic checks.
Note: For more information on Using eChecks, please see Using eChecks.
j. ACH Deposit Account - Select from the dropdown list the account to store electronic check payments.
k. Test Account - Click on the button to Test. You will get a message in the upper right corner Test Successful.
Note: Fields may change depending on which processor is selected.
Adding Payment Terms
Navigate to Settings / Accounting / Payment Terms.
1. Navigate to Payment Terms and click on the Green Plus icon to add a new payment term.
2. Go to the Payment Terms section.
a. Name - Enter the name of the payment term.
b. Net Due and Balance Due In/On - Enter the net terms and select from the dropdown when the invoice should be paid by.
3. Go to the Early Payment Credit Rules section - This feature offers credit for customers who pay early.
a. Enter if you would like customers to receive credit if they pay their invoices within a selected time frame.
4. Go to the Down Payment Rules section.
a. Enter the percentage down payment required for order amounts over a value.
b. Enter the percentage down payment required for order amounts under a value.
5. Go to the Document Text section - This is what will show to the customer when this payment method is used.
6. Select the green Save button.
Updating Payment Terms
1. Navigate to Payment Terms and select the term to be updated.
2. Edit all necessary fields as needed.
Note: The system will automatically save updates.
