Payment types
To manage the payment types on the platform, you must go to the Configuration menu and click on Payment Types. This section of the platform configuration allows you to create and manage your payment types.
The payment type management is restricted to specific roles. If you do not have access to this part of the platform and need to manage payment-type configurations, please contact your administrator.
Payment type configuration
A payment type on the platform is not just a payment type defined as a WIRE or an EFT. You can create your payment types to apply validation or correction rules to some payments or redirect your payments to specific channels.
Payment type list
In the payment type list screen, you can:
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Filter the list to view a more restricted list of payment types or perform a search.
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Create a new payment type. For more details on how to create a new payment type, please refer to the section: Payment type creation.
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Reload the table content by clicking on the Refresh button.
By selecting a specific payment type from the list, you can:
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Display the entire history of the selected payment type. All changes made to the payment type since its creation are listed with the corresponding dates and the identity of the modifier.
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Delete the selected payment type. You will be prompted to confirm this action. This action is final, please perform it with caution.
Payment type creation
Select the organization associated with the payment type and click on Create.
When creating a new payment type, you need to specify all of the following general information:
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The payment type code to use for outbound formats.
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The payment type name to be able to easily find it.