Payment method sets
In the Staff site, go to Settings > Commerce > Payment method sets to define collections of allowable payment methods for a particular commerce transaction process. For example, you might want to present only a few choices of payment methods to online users, but allow the full array of options for a Staff user.
Create a payment method set
- Select add to create a new payment method set.
- Enter a Method set name and Description for the payment method set.
- Select the Specific content which is the same as the name of the copied and published site.
- Click Save.
- Click Add new to add a new payment method to a method set. You can also highlight and edit or delete an existing method.
- Enter the Display Name for this method.
- Select the Payment Method type, for example, Cash, Debit or VISA. To add a new payment method type:
- In the Advanced Accounting Console, go to Finance > Options > Set up tables > Cash accounts.
- Click New.
- Enter a Code for the new payment method, for example, VISA.
- Enter a Title.
- Select the Type of payment method, for example, Credit Card.
- Select the Account, Entity, and CC Auth Account by using the look-up icon.
- Click Save.
- Enable Default to display this payment method as the default choice.
- Save this payment method.
- Save the payment method set.
Note: The add option will not display if the website you have created has not been copied and published. See Creating a site for more information.
Edit an existing payment method set
- Click select to select a payment method set to edit.
- Click Add new to add a new payment method to a method set. You can also highlight and edit or delete an existing method.
- Enter or edit the information for the payment method:
- Enter the Display Name for this method.
- Select the payment method type, for example, Cash, Debit or VISA. To add a new payment method type:
- In the Advanced Accounting Console, go to Finance > Options > Set up tables > Cash accounts.
- Click New.
- Enter a Code for the new payment method, for example, VISA.
- Enter a Title.
- Select the Type of payment method, for example, Credit Card.
- Select the Account, Entity, and CC Auth Account by using the look-up icon.
- Click Save.
- Enable Default to display this payment method as the default choice.
- Save this payment method, and then save the payment method set.
- Save the payment method set.