TABLE OF CONTENTS
Overview of Payment Methods Management
- How to Create a New Payment Method
- How to Manage Locations for the Created Payment Method
- How to Assign a Payment Method to a location
- How to Edit a Payment Method
- How to Remove/Delete a Payment Method
Overview of Payment Methods Management :
This module allows procurement users to manage payment methods and assign those to respective locations. The user must have the Procurement role set to add, edit, delete payment method, as well as to assign payment methods to locations.
In order to add a payment method, the user must provide a billing address. Billing address is not associated or stored with a location. A billing address is associated with a payment method and stored accordingly.
After assigning the payment method to the location, all users in that location can use that payment method during the order process.
Available payment options: ACH/SEPA transfer, Check, Credit card
*Important Note: Check payment method is only available in the US at this time
How to Create a New Payment Method:
To create a new payment method, simply click on Create Payment Method
On the Create Payment Method page, the user has a possibility to choose which payment method s/he wants to add to the organization
The user must provide a billing address, as well as account payable email in the creation process
During the creation process, the user has possibilities to Save or Save & Manage Locations:
Save: save the progress and go back to the payment methods page
Save & Manage Locations: save the progress and go the other page to add location(s) for the selected payment method
How to Manage Locations for the Created Payment Method:
There are two ways to access the page:
On the Locations page, hover on the payment method you wish to add to the location, click Manage:
When you are on the Create / Edit Payment Methods and select Save & Manage Locations button
*Important Note: Make sure your organization has already set up locations and those locations already have users assigned to them
How to Assign a Payment Method to a location:
Select the location(s) you want to associate with the selected payment method
Click Save
How to Edit a Payment Method:
Hover on the payment method you want to edit, then click Pencil icon
How to Remove/Delete a Payment Method:
Hover on the payment method you want to remove, then click Trash icon
Then click Confirm to submit the deletion form
*Important Note: A payment method can not be removed if there is still a location associated with it