Managing Payment Options on the account

  1. From the main menu, click on “Settings“.
  2. Select from the menu “Payment Methods“.
  3. Choose the desired payment methods and manage their specific settings as follows:
    • Switch the toggle next to the “Manage” option to either activate or deactivate the payment option.
    • Default(Star Icon) : The selected payment method becomes the default choice in any payment or collection screen within the account.
    • Availability For Online Clients: To prevent clients from using this payment method while paying bills electronically. For more details, you can refer to the guide Electronic Payments from the Client.
    • Instructions: Provides information to clients about how to use the payment method.
    • Default Treasury: Select the treasury or bank account directly linked to the payment option. Deposits or withdrawals are made from the selected treasury immediately upon choosing the payment method in the payment or collection screens of the software.
    • : Additional costs can be added to payment methods to simulate commissions on direct debit charges for credit cards or bank transfers. These can be adjusted and chosen from among:
      • Percentage: Specify a percentage calculated from the total amount paid to be deducted as a commission payment expense.
        • Through this method, you can also add a fixed amount in addition to the percentage specified.
      • Fixed Amount: Determine a fixed amount to be deducted from the amount paid through the payment method and considered as a commission payment fee.
      • Minimum Amount: Used alongside the “Percentage” method to set the minimum amount that should be deducted from the payments.
      • Taxes: Determine the type of tax added to the “Payment fee” if applicable.
        • Note: Choosing taxes on payment fees will directly affect tax reports.
  4. Click the “Save” button at the bottom of the screen to adopt the aforementioned methods.