How To: Account Finance Options

Search for a solution

How activate and de-activate Transaction Methods

  1. To enable a payment method, tick the box beside it and select Update at the bottom of the page.

  2. If the payment method you are looking for is not visible, click Transaction Methods:

  3. 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.

  4. Scroll down and click Update to save your changes.

How to apply a Discount or Surcharge on a Transaction Method

  1. On a payment method, you will see the field Surcharge/Discounts where you can enter an amount for that payment method:

  2. Click Update to save your changes.

How to apply Exclusivity on your Transaction Methods

  1. Click Exclusivity link on the right-hand side for each payment method.

  2. If the window is empty, all Accounts and Users have access to the Transaction Method.

  3. To apply exclusivity,  select the Account Groups, Accounts, Users, and Roles that can use this payment method by clicking Add.

  4. 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:

  1. Opayo (formally SagePay) Configuration

  2. PayPal configuration

  3. Barclays ePDQ configuration

  4. 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

  1. Click the Options tab along the top:

  2. Select the customer that you are providing settings for.

  3. Once you have selected the relevant customer, click Update. 

  4. Enter your required settings for this customer into the fields and click Update to save.