Customer Payment via Credit Card

Customer Payment via Credit Card

Email Templates

To set the text and design of automated emails related to payments and top-ups, navigate to Reports > PDF/Excel Report Templates > System Email Template.

Customer

In the Finance Tab of the 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 their credit card when due.

Merchant Settings

To configure merchant settings, navigate to Configuration > General > Global Setup, then go to the Website Widgets page, find the Merchant Settings section, and enter your merchant facility details.

Prepaid

This feature allows customers to pay for freight prior to sending and is setup by making the customer card a Prepaid account.

Postpaid

Customers can also setup their invoices charged via Credit Card when their invoices fall due.


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