Add a Payment Method

What is a Payment Method?

A payment method is a way that customers pay for a service or product. Accepted payment methods are:

• Debit Orders (SwitchTransact has its own debit order method called "Debit Switch")
• Manual Cash or EFT
• Card Payments (Yoco, Payfast, PayGate)

Step 1. Navigate to Payment Methods

• Navigate to Settings > Finance > Payment Methods

• On the top-right hand side of the page, click on "Create".

Step 2. Provide Details for your Payment Method

• Payment Provider: This is a mandatory field. Select a Payment Provider.

• Process Type: This is a mandatory field. Choose from Automatic, Manual, or Automatic (Approve First)

• Amount Limit: This is the amount limit per subscription.
• Amount Warning: Show warning when adding a Product/Subscription.

• Default Bank Reference: Used for Transaction referencing.

• Provider Token: Payment Provider API token.
• Abbreviated Name:

• Is Test: If in Test mode, no emails will be sent, and only test accounts used for payment processing.
• Is Active: Check the box to make this payment active.
• Is Default: Check to make this the default payment method.

• Subscription Default Document Type: Select this option if you want Invoicing to be created when a Subscription is created.

• Send out finance document: Select this option if you want Invoicing to be sent out when a Subscription Invoice is created. (Also known as Automatic Invoicing)
• Generate finance document on payment failure: This toggle enables the system to generate an unpaid invoice when a payment fails, instead of a paid invoice.

• Generate PDF Mandates: Check this option when you want to create a Mandate for members. When enabled, you can provide basic information for your client, like a Business letterhead etc...

• Send PDF Mandates: When enabled, these mandates will be sent out to the members.

• Click on Save.