Configure payment types and methods

Owned by Oksana Vishchuk
Last updated: Apr 19, 2024 by Damian Rozmiarkowski
2 min read

Introduction

To add payment details to the invoices and other documents generated on your Home Portal, you need to configure the desired payment type and payment method.

I. Add a payment type

Before you add a new payment method on your Home Portal, you need to define the payment type that will be used in the payment method.

Some payment types are already available on the Home Portal:

  • Wire Transfer

  • PayPal

  • Skrill (Moneybookers)

  • WebMoney

  • Yandex.Dengi

To add a new payment type, perform the following steps:

  1. Sign in to the XTRF Home Portal.

  2. Go to the Configuration menu → System Values: Advanced → Payment Types.

  3. Click the Add button on top of the Payment Types table. You will be directed to the Add Payment Type page.

  4. In the Name field, provide the name of the new payment type.

  5. Decide whether this payment type should be Active and thus selectable.

  6. Decide whether this payment type should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  7. Decide whether this payment type should be a Default one.

  8. Click the Save button. Two additional sections appear.

  9. In the New Custom Field Name section, provide the name of the field that is required for this payment type and click the Add button. This new field will appear in the Custom Fields section above.

  10. Add all the necessary custom fields (e.g., account number, contact details, etc.). Use the icons to set the order of the custom fields.

  11. Click the Save button.

II. Add a payment method

The fields on the Add Payment Method page depend on the selected payment type and may differ significantly.

  1. Go to the Configuration menu → System Values: Basic → Payment Methods.

  2. Click the Add button on top of the Payment Methods table. You will be directed to the Add Payment Method page.

  3. From the Payment Type drop-down list, select the appropriate payment type.

  4. In the Name field, provide a name for the new payment method

  5. Decide whether this method should be Active and thus selectable.

  6. Decide whether this method should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  7. Decide whether this method should be a Default one.

  8. Provide the Account Owner Name and address data of the account owner.

  9. In the Custom Fields tab or other available tabs, provide the required data (the tabs and fields will differ depending on the selected payment type)

  10. Click the Save button.