This article shows Users how to manage Payment Settings within the Software.

• Overview
• Payment Settings
• Set up new payment settings

OVERVIEW

Users can click on the pencil icons to edit either Payment Settings or to Set up a new Payment Setting.

PAYMENT SETTINGS

By selecting Payment Settings the User can manage payments within the system.

IMMEDIATELY BILL CLIENT ON BOOKING

When enabled Students will be billed on booking. If this tab is disabled Students will be billed on the occurance of the event.

TAX

When tax is enabled a User can set the tax percentage on purchases.

RESTRICT TO BOOK MESSAGE

Here a restrict to book message can be added by the User. This copy will then be displayed to the Student when they are booking. 

PAYMENT METHODS

Users can configure the Payment Method options which will be visible to Users when assigning Payments to Students. 

SET UP NEW PAYMENT SETTING

Users can connect external payment platforms to the Software. Users will see the following:

CLUB/LOCATION

Users can configure if the Payment Platform is associated to the Club or a specific Location. It is possible to have multiple Payment Platforms associated to the Club.

PAYMENT PROVIDER

Users can select from the following Payment Provider options:

• PayPal
• DPS
• PayChoice
• Stripe
• SmartPay (Barclays)
• Unavailable online

Whichever option Users select will present options to enter the relevant credentials to configure the connection. 

SHIPPING FEE

Users can add a shipping fee to the Software. Shipping fee's are associated to Merchandise Products which may be sold to Clients through the Software. This will automatically be associated to Merchandise Products by the system.

RECEIPT FORMAT

Users can configure the default Receipt format that should be sent when Products are assigned to a Students Profile.

Users can see the following receipt attributes:

• Transaction ID
• Date issued
• Payment method
• Customer details
• Payee's details
• Items purchased
• Quantity of items purchased
• Cost of items purchased
• Net Amount of items purchased
• Tax value of items purchased
• Total paid

Users can always view the specific receipt that was sent to Students by going to Students > Students Name > Transactions > Money > View receipt.

Receipts that are configured to send in Turkish Format will be laid out differently based on the regulations on using specific government numbered receipts.

TERMS OF SERVICE

Here copy for the terms of service can be added by the User. These will then be displayed to the Student when a purchase is made.