Adding a Payment Method

Modules>Accounting>Business Unit>List Business Units>Business Unit Profile

Payment Methods are configured in the payment method child form on the Business Unit Profile and are directly related to Payment Types.

To add a new payment method, complete the following steps:

  1. Go to the Accounting module.
  2. Click the Business Unit group item to expand the list of group item links.

  3. Use the Find Business Unit or List Business Unit group item link to locate the business unit to which you will be adding the new payment method.
  4. Open the Business Unit Profile for the selected business unit.
  5. Click the Payment Method tab located in the child forms section of the Business Unit Profile if it is not already selected.
  6. Click the Add button located on the right side of the payment methods child form. The Add - Payment Method pop-up window appears.

  7. Complete the following fields as necessary:
    8. Field Required? Description
    payment method Yes Enter the specific description of the payment method (for example: Discover, Visa, ACH, etc.)
    payment type Yes The value chosen in this drop-down menu determines the required fields and which display or are hidden on the Add - Payment form, Centralized Order Entry, or any COE Wizard, after a payment method is selected during the payment process.  The payment types are hard coded into the system.
    cc format No The cc format drop-down menu only displays if the payment type is set to credit card. For credit cards, select the card type if available (Amex, Discover, Visa, etc.). netFORUM will validate the credit card number's syntax prior to sending information to the payment gateway. For example, Visa numbers must begin with a 4, have 16 digits, and also meet other rules, to be syntactically correct. netFORUM also will also send this information to the payment gateway when the card is authorized.
    business unit No The business unit drop-down menu will default to the business unit whose profile you were on when you began adding the payment method. You may expand this drop-down menu and choose a different business unit if desired. If you choose another business unit, the newly added payment method will be added to that business unit's profile.
    cash account Yes Expand the drop-down menu and select the account that should be debited when a payment is made.
    available internally No Click this check box if this payment method is to be available in iWeb.
    available externally No This check box appears for payment methods that could be available in eWeb. Click this check box if you wish this payment method to be available on eWeb.
    available on centralized shopping cart No Click this check box if you wish this payment method to be available when using Centralized Order Entry (COE.)
    gateway / merchant account Yes

    This field only appears when the PaymentProcessingModel system option is set to Multiple Providers.

    Expand the drop-down and select which Payment Processing Gateway / Merchant Account should be used by this payment method.
    batch suffix No This field only appears when the COEBatchByPaymentMethod system option is set to true, eWeb batches will be created based on the Payment Method e.g. Visa & MasterCard transactions in one batch, Discover card transactions in a different batch. The suffix entered here will be appended to the batch name.
    payment method is frozen? No Click this check box to freeze the payment method. Freezing a payment method excludes it from the payment method drop-down menus in the Centralized Order Entry in iWeb and eWeb.
  8. Click the Save button. The new payment method is now added and available for the business unit.

Note: When using the Multiple Providers setting on the PaymentProcessingModel system option, you may find it useful to configure gateway/merchant account combinations for each segment of your business unit.

Tip: If you choose ACH or telecheck then you must enable this within your PayFlow Pro account. (column is ac_payment_method.apm_gla_key)