Configuring Payment Methods

Owned by Brian Crotty (Unlicensed)
Last updated: Oct 22, 2024 by Dominik Lindenberger
3 min read

The Agile ERP supports a number of different payment methods to match the unique requirements of our customers. Particularly in enterprise companies, it is important to properly configure the payment methods at the outset so that it matches the other procurement processes in the organization.

Existing Payment Methods are:

Adding New Payment Methods

You can add as many payment methods as you would like to your service, but at least one method must remain active for the user panel to show to your customers or employees.

  1. Go to the Service Panel > Settings > Payment Methods

  2. Click the button Add Payment Method

     

  3. Select from the available options, Invoice, Internal Order, Purchase Order, Credit Card via Stripe, PayPal, Custom Payment Method

  4. Depending on the Payment Type, you will have various additional steps to complete to configure the order.

  5. Click Save

Editing Payment Methods

You can adjust the payment methods at any time by returning to the settings panel.

  1. Go to the Service Panel > Settings > Payment Methods

  2. Hover over the payment method you want to adjust and click the Edit Icon

     

  3. You also have the option to Delete the payment method

  4. Adjust the Settings in the panel

  5. Click Save

The payment information will be part of the csv export, so it is important that everything is properly named and synchronized with existing accounting processes.

Customizing Payment Options for Different Customer Segments

Service providers with a global customer base face unique challenges, such as the risk of non-payment in certain regions and the need to manage payment methods for diverse customer trust levels. To address these challenges, Agile ERP has introduced settings that allow more granular control over which payment methods are available to which customers.

New Settings and Configurations

  • Payment Method Availability
    Payment methods can now be configured to be available to "Everyone" or "Trusted only".

  • User-Level Trust Configuration
    In the Organization Panel, administrators can label users as "Trusted" or "Basic." This status determines which payment methods are available to them during the checkout. This setting can be updated on a per user profile level.
    If a user has Customer Status = Trusted, then all payment methods are available to her.
    If a user has Customers Status = Basic, then only payment methods configured as “Everyone” are available during checkout.

  • Organization-Wide Setting for New Users
    In the admin panel, admins can determine whether new users should be automatically classified as “Trusted” or “Basic”.

The Customer Type and the associated trust level is not visible to customers.

Administrators can set globally whether new users should be categorized as Basic or Trusted.

See Creating and Configuring your Organization | :~:text=New users are trusted automatically

Use Case Example

For a service bureau that receives orders worldwide:

  • Trusted customers can pay using invoices or simpler methods like Purchase Orders.

  • New or untrusted customers are limited to credit card payments, protecting the service bureau from potential financial losses.