How To: Account Finance Options
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, please contact our Support Team for help adding a new Transaction Method.
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:
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.
Contact Our Team
If you can't find what you're looking for, access our Support Portal, and our team of experts will be happy to help!
Is it your first time contacting the team? Learn how to raise a support ticket.
Follow Us
Copyright © 2025 accessplanit.
Social media icons by icons8.com