Payment methods are key information for customers and also for clear and fast order management. You can set up payment in cash, by bank transfer and, if you have card payment activated in the EOS Platform, you can set that up as well. Automatic matching of payments can also be used for payments from customers from the public.
You can filter orders by payment method. You link the Delivery method to the Payment method, so you can determine that when a certain Payment method is selected, only certain Delivery methods are possible.
Management > Settings > Payment methods
You create a new payment method by clicking the Add new record or+ button in the top right.
When creating or editing a payment method you set:
Currency
Name
The internal name used in Management.
Public name
The name shown to customers.
Availability
You determine whether the given payment method is offered only to members, only to the public, or to both members and the public.
Description
Text visible to customers in the order detail.
Instructions
Detailed instructions for the customer, shown in the order detail and which can be part of the e-mail notification.
Active
Tick this field if you want to publish the given payment method to customers immediately
If you want to use the benefits of automatic matching of payments by VS and generating payment confirmations (the same as you know from member payments), set here:
Generating a payment
Account
it offers you all the accounts/cash registers you have set up in the EOS platform.
only one option can be selected for the given payment method.
if you have a different account for the Store and want to use this automatic action, this account needs to be entered in the EOS Platform (Management > Settings > Bank accounts and cash registers).
Payment type – you can create your own payment type intended only for the Store, for example, and select it here.
Payment types
Create your own payment types so that you can, for example, filter payments by them.
Due date - you set the number of days customers will have to pay for the ordered goods.
If you set up this automatic action, you will find the payments generated in the Store module in the Payments module as well.
You can set a corresponding price for a payment method if it is associated with a cost on your side. The price will be added to the order automatically once it is selected.
price
if you do not fill it in = free
a single amount for members and the public
VAT rate
if you have VAT handling enabled in the store settings, it can be set here, otherwise it is greyed out.
You can limit a payment method to selected delivery methods only. So you can determine, for example, that cash payment is possible only with personal collection.
Delivery methods
the delivery methods you created are offered, you can select one or several.
In the Payment method overview you can customize the displayed columns, for example:
name,
currency,
public name,
action,
price,
allowed payment methods,
availability,
active,
note,
date created,
last change.
searching by name,
working with actions for individual payment methods:
Edit – opens the form for editing the data,
Change history – shows an overview of the changes made
when the payment method was created,
who made the changes and when,
what changes were made.
Archive – hides the payment method from the active list,
Delete – permanently removes the payment method.
Managing payment methods requires permission for the modules:
Store
Settings (depending on the user’s role in the organization)
Only users with the corresponding permissions can create, edit or delete payment methods.
