NOTE: Both Payment and Shipping methods are prerequisites for Transactions. Define these before working with Transactions.
How iPaaS.com Thinks About Payment Methods
A Payment Method is a reference record defining a kind of payment - a name, description, and payment type. Other systems call it a Tender Type or Payment Type.
Transaction payments reference these methods rather than each order re-defining what a payment is. That gives iPaaS.com a consistent vocabulary of tender types across systems, so "Visa" in one system and "Credit Card" in another can resolve to a single method. Payment methods are reference data - synced once and updated only when the set changes.
Related concepts: Transaction Payments, Transaction.
Adding a Payment Method
To add a payment method:
Click Data Management > Payment Method. iPaaS.com displays the Payment Methods form.
Click Add Payment Methods.
On the New Payment Type form, enter a Name and a Description and select the Payment Type.
Click Apply. iPaaS.com adds the payment method.
Editing Payment Methods
You can edit the name and description and use Custom Fields and External IDs.
To edit payment methods:
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.
On the Edit Payment Type form, make any changes to the Name and Description, and choose a type from the Payment Type dropdown.
(Optional) You can add or edit Custom Fields and External IDs. See Custom Fields and External IDs for those procedures.
When complete, click Apply, and the record is updated.