Payment method sets

In the Staff site, go to Settings > Commerce > Payment method sets to define collections of allowable payment methods for a particular commerce transaction process. For example, you might want to present only a few choices of payment methods to online users, but allow the full array of options for a Staff user.

Creating a payment method set

1. Select add to create a new payment method set.

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Note

The add option will not display if the website you have created has not been copied and published.

2. Enter a Method set name and Description for the payment method set.
3. Select the Specific content which is the same as the name of the copied and published site.
4. Click Save.
5. Click Add new to add a new payment method to a method set. You can also highlight and edit or delete an existing method.
   1. Enter the Display Name for this method.
   2. Select the Payment Method type, for example, Cash, Debit or VISA. To add a new payment method type:
      1. In the Advanced Accounting Console, go to Finance > Options > Set up tables > Cash accounts.
      2. Click New.
      3. Enter a Code for the new payment method, for example, VISA.
      4. Enter a Title.
      5. Select the Type of payment method, for example, Credit Card.
      6. Select the Account, Entity, and CC Auth Account by using the look-up icon.
      7. Click Save.
   3. Enable Default to display this payment method as the default choice.
   4. Save this payment method.
6. Save the payment method set.

Editing an existing payment method set

1. Click select to select a payment method set to edit.

2. Click Add new to add a new payment method to a method set. You can also highlight and edit or delete an existing method.

3. Enter or edit the information for the payment method:

4. Enter the Display Name for this method.

5. Select the payment method type, for example, Cash, Debit or VISA. To add a new payment method type:

   1. In the Advanced Accounting Console, go to Finance > Options > Set up tables > Cash accounts.
   2. Click New.
   3. Enter a Code for the new payment method, for example, VISA.
   4. Enter a Title.
   5. Select the Type of payment method, for example, Credit Card.
   6. Select the Account, Entity, and CC Auth Account by using the look-up icon.
   7. Click Save.

6. Enable Default to display this payment method as the default choice.

7. Save this payment method, and then save the payment method set.

8. Save the payment method set.