In this section I will show you some of the basic payment settings that can be set on the Payment Settings main page. Just is case you didn't see this from before here is what your payment settings page looks like:
As you can see there are many options to tinker with on this page. Let's go over them together!
Editing General Payment Settings:
If you click the "Edit" button you will have access to tweak a number of settings including: accepting coupons through the scheduler, making payments required, adding a redirect URL so that after submitting payment through a payment portal clients will redirect to a URL that you determine, set the invoice description, edit the accepted payment methods, and change the confirmation message. You can even set up different payment portals here, information on this can be found in either PayPal Payment Portal or Cayan Payment Portal.
Note that you can only have payments required if you have set up a payment portal. Once you have changed the general payment settings to your liking hit "Save" and your all done!
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The Payments Settings page is where you'll configure the options around how your business wants to accept payments and manage invoices. This is also where you'll be able to set up any payment portal you might want to use for your business.
From the screenshot on the right, you'll see that there are several settings for accepting payments. Each of those settings are described in a section on this documentation page. Please click the link below to learn more about the setting you're interested in:
- Currency
- Accept Coupons
- Payment Required
- Redirect URL
- Appointment Invoice Description
- Manual Invoice Payment Methods
- Confirmation Message
You'll see on the right hand side of the Payment Settings page that there are a number of Payment Portals that you can set up on your account. Click on the links below to go to our documentation page where we describe how to set up each of those payment portals.
- PayPal
- Cayan
- Authorize.net
- E-xact
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