Finance | Payment Setup

This function page allows admin users to set up the Payment Information which can be assigned to the client users as the default payment method.

• View Payment Information
• Add Payment Information
  • Payment Types
    • Wire
    • Check
• Edit the Payment Information
• Delete the Payment Information
• Review the Log History 

Important Notes:

• Billing Method MUST be Assigned to Enable "Deposit" Function for Client Users
  • Please Review "Submit Deposit" for the Payment Submission Detail
  • Please Review "Assign Payment Method" for Assigning Payment Method to Client Users

View Payment Information

Search Path: Settings  - Integration - Payment Setup

Click the "Gear" icon:

Click "Payment Setup" under "Integration"

Review the existing payment information

Click the Payment Nickname

Review the detail of the payment method

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Add Payment Information

Search Path: Settings  - Integration - Payment Setup - Add

Payment Types

• Wire
• Check

Click "Add"

Select the desired Payment information type

Payment Types

Wire

The Payment Back Routing Information is Required to Complete the Setup

Click "Confirm" when complete

Notes:

Payee's Information

• Nick Name
  • User-Defined Field, Create a Name
•  Payee's Name
  • User-Defined Field, Enter Payee's Name
•  Account#
  • Enter Payee's Bank Account#

 Payee's Bank Information

• Country
• Bank Name
• Routing#
• Swift Code
  • A Standard Format for Business Identifier Codes (BIC). It’s Used to Identify Banks and Financial Institutions Globally
•  Example:
  • Bank of America = BOFAUS3N
•  Address
  • Bank's Address

Check

Payee's Information is Required to Complete the Setup

Click "Confirm" when complete

Notes:

Payee's Information

• Nick Name
  • User-Defined Field, Create a Name
• Payee's Name
  • User-Defined Field, Enter Payee's Name

Review the created Payment information

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Edit the Payment Information

Search Path: Settings  - Integration - Payment Setup - Edit

Click the "Edit" button 

Modify the information and click "Confirm" to save

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Delete Payment Information

Search Path: Settings  - Integration - Payment Setup - Delete

Click the "Delete" button 

Click the "Delete" button to remove the payment method

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Review the Log History 

Search Path: Settings  - Integration - Payment Setup - Log 

Click the "Log" tab

Review all the log history

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