Enable logging Cheque payments on Invoices
Steps to enable Cheque as a payment method
Related Help Guide Pages
Enabling payment methods
Learn how to enable Cheque as a payment method so that Cheque transactions can be recorded in your accessplanit platform.
If you accept Cheque payments, you can enable ‘Cheque’ as a payment method in your accessplanit platform. This allows you to record when a payment has been made via Cheque, helping you keep track of payments!
Follow this page to learn the steps to enable Cheque as a payment method in your platform.
Enable the ‘Cheque’ payment method
The first step is to enable ‘Cheque’ as a payment method for your Training Provider, please note, that this step is only available to Super Administrators
Open the ‘Administration’ menu from the Profile options at the top-right of your platform
Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoice and payment settings
Make sure you have the right Training Provider selected at the top of the page within the ‘Active Account’ drop-down box
Scroll down to the ‘Payment Methods’ section on the page
Find the ‘Cheque’ payment method and check the box to enable it
As ‘Cheque’ is a payment method for Administrators, and it does not support processing real payments, you will now update it to only be available to Administrators Users, this makes sure that customers cannot select ‘Cheque’ when they are making bookings and payments
Click on the ‘Exclusivity’ link for the Invoice payment method
Scroll down to the ‘Roles’ options and add ‘Training Administrator’ and ‘Super Administrator’
Click the ‘Update Exclusivity’ button at the bottom to close this window
Click the ‘Update’ button at the bottom of the page to save all of your changes