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Enable logging Card payments on Invoices

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Enable logging Card payments on Invoices

Steps to enable Card as a payment method

 

Related Help Guide Pages

Enabling payment methods

Payment Gateways

Learn how to enable Card (no Payment) as a payment method so that Card transactions can be recorded in your accessplanit platform.

If you accept Card payments, you can enable ‘Card’ as a payment method in your accessplanit platform. This allows you to record when a payment has been made via Card, helping you keep track of payments!

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Please Note

This does not process Card payments, it simply records them, making reconciliation with your accounting system easier!

Follow this page to learn the steps to enable Card as a payment method in your platform.

Enable the ‘Card’ payment method

The first step is to enable ‘Card (no payment)’ as a payment method for your Training Provider, please note, that this step is only available to Super Administrators

  1. Open the ‘Administration’ menu from the Profile options at the top-right of your platform

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  2. Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoice and payment settings

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  3. Make sure you have the right Training Provider selected at the top of the page within the ‘Active Account’ drop-down box

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  4. Scroll down to the ‘Payment Methods’ section on the page

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  5. Find the ‘Card’ payment method and check the box to enable it

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  6. As ‘Card’ 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 ‘Card’ when they are making bookings and payments

  7. Click on the ‘Exclusivity’ link for the Invoice payment method

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  8. Scroll down to the ‘Roles’ options and add ‘Training Administrator’ and ‘Super Administrator’

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  9. Click the ‘Update Exclusivity’ button at the bottom to close this window

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  10. Click the ‘Update’ button at the bottom of the page to save all of your changes

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