Configuring payment settings



  1. First, click SettingsĀ in the left-hand navigation menu and then click Payment Collection in the menu that appears.
  2. Navigate to the respective tab you would like to modify the settings for at the top-right of the screen and see the respective information below:


General


  • Collect Payments
    This determines your account-wide method of collecting payments. The following payment collection methods are available:
    Manually - Taking payments from customers is manually done by yourself through the Payments page on Customers.
    Automatically, after issuing invoice - When an invoice is generated, if the customer has a payment method configured, the payment will automatically be created by Billingbooth.

  • Statement Reference
    Some payment providers, such as Stripe, offer the ability to display a custom statement reference on your customer's bank or card statement, entering a value into this field will customise that value. Please note that you can also use the value {#} in this field to display the invoice number, for example a payment for invoice 1234 with a statement reference of BB{#} will eventually appear as "BB1234" on the customer's statement.

  • Notifications
    Billingbooth can send you email notifications in the certain payment events, such as payment failure, payment cancellation or payment method cancellation/expiry. This option should be used in cases where notification from the payment provider has been disable, but important events need to be received.

  • Collection period after invoice issue date
    When the collection method is "Automatically, after issue invoice", setting the collection period will define at what point payments are collected for issued invoices. This is measured in number of days after the invoice issue date.


GoCardless


Existing GoCardless user


  1. Click the Connect with GoCardless button to be taken to the GoCardless site and continue the account connection process.
  2. Enter your GoCardless account's credentials into the fields provided.
  3. Once you are happy with the values you have entered, click the Connect your GoCardless account button at the bottom of the form to complete the process and be taken to a success screen back on the Billingbooth portal.


New GoCardless user


  1. Click the Connect with GoCardless button to be taken to the GoCardless site and continue the account connection process.
  2. Click the Sign Up link at the bottom-right of the form to start the process of signing up for a GoCardless account.
  3. Fill in the fields on the sign-up form and once you are happy with the values you have entered, click the Create & Connect your GoCardless account button at the bottom of the form to complete the process and be taken to a success screen back on the Billingbooth portal.




Eazipay


  1. In the Account Code field, enter your Eazipay account code which will be used when exporting invoice information to Eazipay.
  2. Once you are happy with the value you have entered, click the Save changes button at the bottom of the form.


Updated on 2017-05-12 13:46:25 +0100

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