Payment Methods - Add, Edit & Hide
You can add your own payment methods within Snoofa, and you can edit them and also hide them from public view, so they are then removed as an option for your client in the Client Zone. It is also possible to choose a default Payment Method, to encourage Clients to pay in a way that is convenient for you.
SETTINGS > System Settings > Payment Methods
Payment Methods Page
How-To Add Payment Methods
Login, go to Payment Methods within System Settings, & click the + Add Payment Method button. This will bring up the form you need to fill in, for your new Payment Method.
Payment Method Form
Payment Method Form Fields
| Form Field | Explanation |
|---|---|
| Name* | A required field, this is your choice of name for your Payment Method, e.g. Credit Card. |
| Fee Constant | An optional field, for a Flat Fee which you want to charge per transaction, within your new Payment Method. If the default Payment Method has a Fee, it is added to Invoices automatically, therefore if a Client pays by a different Method, the Fee will need to be removed from the Invoice. |
| Fee Rate | Also optional, for alternatively charging a Percentage Fee you want to charge per transaction. |
| Cap | An optional limit of the maximum to allow per transaction, using the Payment Method. This means that when an amount to be paid is above the Cap, a Client is not able to choose this option. An Admin can however override this. If the default Payment Method has a Cap & the Invoice total is above it, the Snoofa System will fall-back to choosing Bank Transfer as the Payment Method. |
| Is Active | Active Payment Methods are available to Admins for adding to Invoices & Settlements. If you do not wish the Payment Method to be used, untick & save. |
| Is Public | Public Payment Methods are available to Clients within the Client-Zone, to use for paying. If you do not wish for Clients to be able to use the Payment Method, untick & save. |
NOTE: To pay via Client-Zone, clients must choose Online Card Payment in the Invoice Questionnaire. If a different method is selected, online payment won't be an option. Clients resolve this by selecting Online Card Payment or an admin can switch the invoice method.
More How-To Guides
Accounting Codes - Adding |
| Snoofa lets you add Accounting Codes. These Codes can make communication with your Accounting system easy. The potential to have Snoofa pull the Chart of Accounts from your Accounting software, enabling the creation of Accounting Codes is there, as well as normal manual creation. See more here: Accounting Codes - Adding |
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