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Payment Methods

Define payment methods used by transactions for ease in translating them across systems

Updated over 3 weeks ago

NOTE: Both Payment and Shipping methods are prerequisites for Transactions. Define these before working with Transactions.

Adding a Payment Method

To add a payment method:

  1. Click Data Management > Payment Method. iPaaS.com displays the Payment Methods form.
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  2. Click Add Payment Methods.

  3. On the New Payment Type form, enter a Name and a Description and select the Payment Type.
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  4. Click Apply. iPaaS.com adds the payment method.

Editing Payment Methods

You can edit the name and description and use Custom Methods and External IDs.

To edit payment methods:

  1. On the Payment Methods form, select the method from the list and click the edit icon. You can also search by using the filter or by Name , Description and Payment Type.

  2. On the Edit Payment Type form, make any changes to the Name and Description, and choose a type from the Payment Type dropdown.
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  3. (Optional) You can add or edit Custom Fields and External IDs. See Custom Fields and External IDs for those procedures.

  4. When complete, click Apply, and the record is updated.

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