Online Payment Settings

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The Online Payment Settings General tab is where you can choose the default settings for Payment Type, Allowing client Deposit on Proposals or Invoice Payments, as well as entering an internal Status Email address to receive an email of the payments that are made online.

 

OnlinePaymentSettingswindow

 

 

Default Settings

Payment Type that online payments are posted to: You MUST have a credit card processing account to accept payments online.  The choices in the drop down will come from the Company Settings - A/R Payment Tab.  Any Cash Receipt Payment Type that has the Data Collection option set to TSYS/Cayan selected will appear on this list. Here you can choose the Payment Type that the Online payments will be brought into Design Manager as. This gives you the ability to create a separate Payment Type on the A/R Payment tab that is specifically for Online Payments and then choose this Type for the Online Payments, so that you may keep the Online receipts separate from other Credit Card Payment Receipts if you prefer.

 

When creating new documents:

 

Allow Deposit Payments on Proposals - This option will set the default for whether or not the user may make Payments on the Proposals created; this pertains ONLY to Proposals with a positive requested deposit. If this default is changed, ONLY new Proposals will be affected. To change the access to previous proposals, see Proposal  -Allow Payment.

 

Allow Payments on Invoices - This option will set the default for whether or not the user may make Payments on the uploaded Invoices; this pertains ONLY to new accepted Invoices. If this default is changed, ONLY new Invoices will be affected. To change the access to previous Invoices, see Client Invoices / Finance Charges Window - Existing Tab.

 

Status Emails - Design Manager will notify you via email when a client payment is made online. Enter the email address(s) you wish to have receive this notice. For multiple email addresses enter a semicolon ; after each address; do NOT include a space after the semicolon.

 

Once you have selected the proper settings, be sure to choose OK, to save them.  Choosing Cancel will NOT save any changes you have made.