Customer Payment via Credit Card

Customer Payment via Credit Card

Setup


Email Templates

Define wording and layout of automated emails regarding payments and topups by going to Reports->Report Templates->System Email Templates

Customer

Within the Finance Tab of customer card you can setup if the customer is to be Prepaid and requires a balance to be available for them to send freight or if they may just have invoice charged to a credit card when they fall due

Merchant Settings

This is setup by going to Settings->General->Global Setup and navigating to the Website Widgets page, locate the Merchant Settings section and enter details for your merchant facility.

Prepaid

This can be used for customers to pay for freight prior to sending and is setup by making the customer card a Prepaid account

Postpaid

Customers can also be setup to have their invoices charged to a Credit Card when their invoices fall due



    • Related Articles

    • Customer Invoicing

      Identifying Rating/Pricing Issues When using TransVirtual pricing etc from time to time you may experience an unexpected price or no pricing against a consignment. These will be flagged upon invoicing and highlighted in the invoice window and will ...
    • Invoice Payment Methods

      Invoice Payment Methods  Credit Card The default payment option is to add a credit card to your account which invoices are automatically credited against on their due date. Credit card payments are preferred as your account will near be overdue and ...
    • Customer Service Ticket EDI Export

      Customer Service Ticket EDI Export In TransVirtual there is the ability to create Customer Service tickets against a consignment. The purpose of these tickets is to raise any issues to the the attention of your team so that they can be resolved. ...
    • Rate Card Imports

      TransVirtual has the ability to import rate cards from a csv file. Below are instructions on how to do this Rate Card Import When creating rate cards, you have the ability to import a csv file to create the rate card; rather than having to manually ...
    • Customer Levies/Surcharges

      Customer Levies/Surcharges This section of TransVirtual allows users to have the ability to setup levies or surcharges such as Fuel levies etc. Found in Finance > Levies and Surcharges > Customer Levies/Surcharges. This requires that the Finance ...