Institution | Initialisation | Payment Methods

To create payment methods that can be used subsequently in points of sales.

Payments methods would then explicitly be associated to each point of sale to be usable.

One of the important parameter for payment method is the type. Each type allows specific functionalities.

Payment method Type	Purpose
Bank transfer	For automated SEPA payments
Bank Card	For online credit/debit card payment and integrated box office terminals
Cash	Cash
Check	Check
Credit Card with manual validation	Same as bank card, but with payment pending manual approval/refusal to be done by the organisation
Credit note	Both possible for payment if customer has a positive balance and for refund if the organisation wants to refund on customer's Credit balance (for example temporarily before a manual bank transfer)
External	For any payment method not integrated with SecuTix you want to use (ex.: credit card payment at box office if payment terminal is not connected to SecuTix)
Pending Account	To use when the actual payment (financial flow) is deferred (example: invoice paid later by bank transfer). This payment method is mostly a temporary status until real payment is done by the customer. Pending account type allows to configure instalments.
Voucher	If you sell gift vouchers, then these vouchers can be used as a payment method to pay for products.

Withdrawal mode

The mode chosen has an impact on the cashdesk closure for box office sales if cashdesk is managed in SecuTix.

Not withdrawal: no receipt in the cash register (ex: pending account)
Withdrawal by cash: for coins and notes (ex: cash)
Withdrawal without identification: a receipt is in the cash register, but without idenfitication enabling to differentiate two payments of a same amount (ex: payment with voucher)
Withdrawal with identification: a receipt is in the cash register with idenfitication enabling to differentiate clearly payments (ex: credit card receipt, check)

Specific - Pending Account

Requires manual validation by operator (Internet only): if on Yes, a back office operator would have to validate the payment by pending account. Example: a customer pays by "bank transfer", then a BO operator needs to go in Sales | Payment screen, search for the payment, select it and click on Authorise or Refuse. After authorisation, the customer will be able to get the invoice to pay if on No, the customer will pay online with this pending account method and can receive immediately the invoice.

Suspense account with follow-up (management of instalments): "Yes" activates instalments. If "No", then a file paid with this payment method will be directly "Settled" even though payment is not actually received

Default number of instalments: default number when doing a sale at the box office

Maximum number of instalments: maximum number of instalments that can be configured:

Delay in days: default due date for the instalment (number of days after the order is done) for the 1st instalment

Fix dated: fixed default due date for the 1st instalment

Fix date 2nd instalment: default due date for the 2nd instalment

Percentage 1st instalment on total amount: default % for the 1st instalment (% of the total amount of the order)

Default payment method anticipated for instalments: anticipated final payment method. This can be communicated to the customer on the invoice directly but this does not prevent payment with a different payment method than the "expected" one.

Minimum order amount: minimum order amount will be in the currency of the attributed sales channel

Maximum order amount: maximum order amount will be in the currency of the attributed sales channel