Company Preferences - Payments

Payments

Under Payment company preference, you will be able to manage your credit card security settings. 

Setting up credit card security is critical for preventing credit card fraud and avoiding losses to your business. This section adds a layer of security to your credit card transactions. Take time to review and make the appropriate choices.

Payments

Select the appropriate setting for your company's needs: 

  • Enable 'Send Payment Request
    • Prevent changing status after Payment Request is processed.

  • Processing Requirements - Determine whether a GATEWAY is required when  saving a payment.
  • AV Requirements for processing credit cards
    • Require both Billing Address and Zip 
    • Require Billing Address only 
    • Require Zip only 
    • Require either Billing Address or Zip
    • Require neither Billing Address nor Zip

  • When creating a payment, allow the checked transactions to determine the payment amount. Uncheck to enter payment amount independent of the transactions checked. 

  • Show Ship Doc instead of Sales orders when one or more payments are applied. 
  • Confirm payment gateway before submitting.
  • Put Gateway transaction on test mode.
  • Allow the admin role to delete processed payments or refunds.


Click Save when done.