How activate and de-activate Transaction Methods
- To enable a payment method, tick the box beside it and select Update at the bottom of the page.
- If the payment method you are looking for is not visible, click Transaction Methods:
- A window will appear with two columns. Move the Payment Methods from the left column to the right in order to enable it.
Note: The list of Associated Transaction Methods can only be configured per platform, not per Training Provider, however the options can be made active/inactive per Training Provider.
- Scroll down and click Update to save your changes.
How to apply a Discount or Surcharge on a Transaction Method
- On a payment method, you will see the field Surcharge/Discounts where you can enter an amount for that payment method:
- Click Update to save your changes.
How to apply Exclusivity on your Transaction Methods
- Click Exclusivity link on the right-hand side for each payment method.
- If the window is empty, all Accounts and Users have access to the Transaction Method.
- To apply exclusivity, select the Account Groups, Accounts, Users, and Roles that can use this payment method by clicking Add.
- Once you have updated the exclusivity, click Update to apply all of your changes.
How to manage Payment Gateways
We integrate with a variety of Payment Gateways. Please click the links below to learn more about the implementation of each Gateway:
- Opayo (formally SagePay) Configuration
- PayPal configuration
- Barclays ePDQ configuration
- Stripe configuration
How to manage customer specific finance options
There are three finance options which can be overridden for individual customers:
- Invoice Term
- Credit Limit
- PO Mandatory
- Click the Options tab along the top:
- Select the customer that you are providing settings for.
- Once you have selected the relevant customer, click Update.
- Enter your required settings for this customer into the fields and click Update to save.