Summary
This guide will walk you through configuring your Payment Settings within the System Configuration Module.
This functionality allows you to set up payment details such as your Account Name, Account Number, GoCardless Email Address, and more.
Step-by-Step Guide
-
Navigate to System Configuration:
-
From the Home Page, go to System Configuration.
-
-
Access Payment Settings:
-
Click on Settings.
-
Select Manage Settings.
-
-
Find Payment Settings:
-
From the Category Drop-down, select Payment and click Search.
-
-
Edit Payment Settings:
-
Click Edit next to the setting you want to configure.
-
Enter the required details.
-
Click Save to apply changes.
-
Payment Settings Overview
| Setting | Description | Applicable To |
|---|---|---|
| Account Name | Account name for Direct Debits | Not for GoCardless Customers |
| Account Number | Account number used for Direct Debits | Not for GoCardless Customers |
| Available Billing Days | Billing days available for customers when signing up for recurring payments | All Customers |
| Bank Account Number | Bank account number | Not for GoCardless Customers |
| GoCardless Admin Email Address | Email address to receive GoCardless notifications | GoCardless Customers Only |
| Journal SFTP Host | Secure FTP host for journal files | Not for GoCardless Customers |
| Journal SFTP Password | Secure FTP password for journal files | Not for GoCardless Customers |
| Journal SFTP Port | Secure FTP port for journal files | Not for GoCardless Customers |
| Journal SFTP Root Folder | Secure FTP root folder | Not for GoCardless Customers |
| Journal SFTP User | Secure FTP username | Not for GoCardless Customers |
| Max Payment Attempt Retries | Maximum retries for failed payments | Not for GoCardless Customers |
| Max Direct Debit Instructions Per Customer | Maximum direct debit instructions per customer | Not for GoCardless Customers |
| Payment Sense API Key | API Key for Payment Sense | Do Not Use |
| Payment Sense API Username | API Username for Payment Sense | All Customers |
| Payment Sense Endpoint | Endpoint for Payment Sense transactions | All Customers |
| Payment Provider | Provider used to process online card payments (Opayo or Stripe) | All Customers |
| Payments Notice Period | Notice period for recurring payments | All Customers |
| SagePay Integration Key | Key for SagePay integration | All Customers |
| SagePay Integration Password | Password for SagePay integration | All Customers |
| SagePay Test Mode | Enables SagePay test mode | All Customers |
| SagePay Vendor Name | Vendor name for SagePay transactions | All Customers |
| Saved Cards Enabled | Allows customers to save payment cards for future use | All Customers |
| Service User Name | Service username for payments | Not for GoCardless Customers |
| Service User Number | Service user number for payments | Not for GoCardless Customers |
| Sort Code | Bank sort code | Not for GoCardless Customers |
| Stripe Publishable API Key | API key for Stripe transactions | All Customers |
| Stripe Secret API Key | Secret API key for Stripe transactions | All Customers |
| Suppress First Collection Notification | Prevents first collection notification | Do Not Use |
By following these steps, you can successfully configure and manage your payment settings within the system