Payment Methods are the types of transactions that customers will use to make a payment. Selecting which methods you would like to be active, as well as adding custom methods, allows you to have full control over the type of payments you take. CoreBridge also offers integrated payment options, allowing you to use an outside processor to capture payments. Integrating with one of our supported merchant service providers also allows your customers to make payments directly through the customer portal. For more information on our supported merchant service providers, please see CoreBridge's Integrated Merchant Service Providers.
Navigate to Settings / Accounting / Payment Methods.
Payment Methods Settings
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 as defaults.
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 + Add icon to add additional payment methods, the Add New Payment Method screen will open.
Note: Fields with a red asterisk are required fields.
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. 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. Merchant ID - This is your account identification with this merchant.
d. User Name - This is your user name associated with this merchant.
e. Password - This is your password associated with this merchant.
f. Credit Card Deposit Account - Select from the dropdown list the account to store the credit card payment.
g. 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.
h. ACH (eCheck) Payments are Enabled - Check if you will accept electronic checks.
Note: For more information on Using eChecks, please see Using eChecks.
i. ACH Deposit Account - Select from the dropdown list the account to store electronic check payments.
j. 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.
