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Home > User Documentation > Processing Payments > Add a Payment Method

Add a Payment Method

Overview

You can add a new payment method at any time by following the steps below.

Adding a Payment Method

Getting Here: Click Configuration > Payments > Payment Methods

  1. Click New.

The Create New Payment Method page displays.

payment_methodv3.png

  1. From the Select a Method drop-down, choose the payment method that you want to add.

Note: You cannot change this field if you are editing a payment method.

  1. In the Days Until Due field, enter the number of days that customers will have to pay their balance before being placed in dunning.

For example, if you enter 10, then a customer whose balance remains unpaid for 10 days after the balance is due will be placed in dunning on the 11th day.

Note: For net terms payment methods, Aria automatically populates the Days Until Due field and you cannot edit it. Aria sets the Days Until Due field based on the number of days specified in the selected net terms payment method.

  1. In the Bill Lag Days field, enter the number of days before or after the billing date when an invoice should be generated.
  2. Select a value from the Default for Payment Method Removals drop-down. This determines which payment method is used by default if the current payment method is removed.

The discount or surcharge can be a percentage of fees charged or a flat amount.

A new payment method is determined as follows:

  • If a backup payment method is specified on an account, that becomes the account's new primary payment method.
  • If no backup payment method is specified on an account, then the contact information is copied from the removed primary payment method, and the new primary payment method is created based on the value in the Default for Payment Method Removals drop-down.
  1. Select a Discount or Surcharge: Choose either a discount or a surcharge that you want to associate with this payment  method. If you select one, a drop-down menu displays the available discounts or surcharges.

 

If you selected a percentage discount type, enter the Discount Percentage that you will offer to customers who pay using this payment method.

If you selected a flat discount type, click the Currencies tab then enter the discount Amount that you will offer to customers who pay using this payment method. You must enter an amount for each currency that you accept.

  1. Choose whether you would like to automatically bill orders by checking the Auto Bill Orders checkbox.

Checking this indicates that orders will be immediately billed upon generation.

Note: This setting can be overridden by the order creation process.

  1. Choose whether you would like to send payment reminder notifications by checking the Send Payment Reminder Notification checkbox.

Checking this indicates that a payment reminder notification will be sent to the account holder when their invoice goes unpaid longer than the specified number of days.

Note: Payment reminder emails can be set in the Email Templates section of Aria6 and can be overridden at the Payment Method, Functional Account Group, and individual account level.

Checking the Send Payment Reminder Notification checkbox displays an option to send payment reminders for active accounts only (e.g. to prevent the system from sending payment reminders to account which are suspended or in dunning) and to apply notification settings, as shown below.

  1. Click Save.

Your customers will be able to make payments using the payment method that you added provided that you already set up your payment gateways.

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Last modified
12:20, 23 Sep 2015

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