Difference between revisions of "Admin/Payment Details"
From Emersion
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== Payment Surcharge == | == Payment Surcharge == | ||
| + | Payment surcharges are required to be configured to enable the ''Pay By Credit Card'' section to display on the invoice. Zero amounts are acceptable. | ||
| + | |||
| + | The table will show any existing surcharges that may apply. | ||
| + | |||
| + | To add a payment surcharge: | ||
| + | |||
| + | # Click the '''Add Payment Surcharge''' button. | ||
| + | # Enter a percentage markup. This markup applies on the total amount to be charged to the customer's card. For example, if it is intended to charge the customer $100.00 to the customer's credit card, and the surcharge is set to be a 5% markup, the surcharge amount will be $5.00. In this instance, $105.00 will be charged to the customer's card in total. If you do not intend to charge a markup, enter 0. | ||
| + | # Enter the surcharge amount. In place of a markup, some service providers charge a flat fee instead. Enter the amount you want to charge each time the customer's credit card is used. If you do not intend to charge a flat fee, enter 0.00. | ||
| + | # In the Date Effective field, enter the date the surcharge will apply from. | ||
| + | # Select which ''Payment Method'' the charge will apply to. If ''credit card'' is selected, the user will be promoted to select which type of card to apply the charge against. | ||
| + | # Press '''Save''' to save the settings. | ||
== Payment Terms and Conditions Map == | == Payment Terms and Conditions Map == | ||
Revision as of 15:50, 4 May 2017
Contents
Overview
This page is for the service provider's default settings related to automated payments. This tab will appear if:
- the service provider subscribes to the Electronic Payment System module
- Emersion has configured the system with the relevant merchant information received from your payment gateway provider.
Nav: Admin > Payment Details
There are three sub tabs to complete. The Payment Surcharge tab is mandatory, even if you do not plan to charge your customers a surcharge.
BPAY Biller Codes
A company may have one or multiple BPAY biller codes issued to them.
Click here for instructions on configuring BPAY biller codes at a global level
Payment Surcharge
Payment surcharges are required to be configured to enable the Pay By Credit Card section to display on the invoice. Zero amounts are acceptable.
The table will show any existing surcharges that may apply.
To add a payment surcharge:
- Click the Add Payment Surcharge button.
- Enter a percentage markup. This markup applies on the total amount to be charged to the customer's card. For example, if it is intended to charge the customer $100.00 to the customer's credit card, and the surcharge is set to be a 5% markup, the surcharge amount will be $5.00. In this instance, $105.00 will be charged to the customer's card in total. If you do not intend to charge a markup, enter 0.
- Enter the surcharge amount. In place of a markup, some service providers charge a flat fee instead. Enter the amount you want to charge each time the customer's credit card is used. If you do not intend to charge a flat fee, enter 0.00.
- In the Date Effective field, enter the date the surcharge will apply from.
- Select which Payment Method the charge will apply to. If credit card is selected, the user will be promoted to select which type of card to apply the charge against.
- Press Save to save the settings.
