Payment processing
This page lists all how-to guides related to payment processing:
- Pay by email & Card on file requests — Pay by email and Card on file request allows for sending payment links to customers to complete online payment and store cards on file through a browser via a payment gateway.
- Taking and correcting payments — In this article we discuss a number of scenario's regarding payment processing in FBO One, and correcting related mistakes.
- How to rectify an amount due or a payment difference that occurs after payment has been taken — Once an order has been paid in cash or by credit card, the grand total of the order can still change causing an outstanding amount against the order.
- How to handle pre-payments / deposits — Clients using pre-payments, where they already wire transfer an amount of money to the FBO or accounts department before the actual handling takes place.
- How to configure credit card surcharges — In this example we assume you want a surcharge over the total order invoice amount, for example a charge of 3% when the order is paid by credit card.
- Accounts Receivable - How to work with wire transfers and payment allocations — A wire transfer is a method of transferring payment amounts to the bank, also known as a bank transfer. Creating wire transfers in FBO One creates an unallocated payment amount, this is then allocated as 'payment allocations' to pay for outstanding orders and invoices for a customer.
- How to manually add a wire transfer payment — Manually adding wire transfers can be done quickly without a bank statement. Once added the wire transfer amount can be allocated to outstanding invoices and orders.
- How to upload wire transfer payments from bank file statements — Upload bank file statements to FBO One to bulk add received wire transfer payments for allocation to orders and invoices.
- Account statements: How to allocate wire transfer payments to a debtor's invoices in the Accounts statements page — Allocate wire transfer payments to a debtor’s invoices, giving an overview of all the due and paid invoices in the Account statement (Back office) page
- Payments: How to allocate wire transfer payments to invoices and orders in the Payments (Back office) page — Allocate wire transfer payments directly to invoices and orders in the Payments (Back office) page.
- Pre-payments: How to allocate wire transfer payments as a pre-payment to front office orders — Unallocated wire transfer payments can be used to pre-pay an outstanding order before it has been invoiced.
- How to manage mistakes in wire transfers payments — Wire transfer payments can be edited, amended or ignored to fix any mistakes.
- How to send reminder emails for invoices due to debtors — Send reminder emails for outstanding invoices due to the debtor; with due invoices summary and each individual invoice attached.
- How to activate and change an Administration's invoice cut-off date for Account statements — Before using the Account statements page, an Administration must be activated by setting a cut-off invoice date. This is to ensure that the due amounts shown for each debtor are relevant from a recent date. The cut off date can be changed if required in the Administration.