TB.One > Setup, Configuration & User Accounts > Order-Related Basic Data > Payment Settings

Payment Settings

1. Payment Types

ATTENTION:
Configurations under "Basic data > Payment > Payment types" are only necessary if you forward the orders to a third-party system, or if payments are not handled by the channel.

Every activated channel needs at least one assigned active payment type to import order data from your channels into TB.One. If one channel uses more than one payment type, the method used is channel-specific.

Activating Payment Types

TIP:
When you activate a new channel in TB.One, the default payment types are created automatically.

You can deactivate any payment types you do not want to use. To do that you have two options:

Option 1: Basic Data

1.Go to "Basic data > Payment > Payment types".

2.Select the payment type from the list.

3.Go to the "Channel assignments" section.

4.Activate / Deactivate:

a.Activate: Check the box for the relevant sales channel and enter any required import/export key if applicable.

b.Deactivate: Uncheck the box for the corresponding channel.

5.Save your changes.

Option 2: Channel Settings

1.In the main menu, navigate to "Channels > [Channel Name] > Settings".

2.Open the Payment processing tab.

3.Go to the Payment types section.

4.Check or uncheck the respective payment types to enable or disable them for this channel.

5.Save your changes.

Creating Payment Types

To create a new payment type follow these instructions:

1.Go to "Basic data > Payment > Payment types"

2.In the left navigation bar, on the “Pages” tab, go to “Page actions” and click “Create new payment type”.

3.Assign a meaningful name as the designation (see Figure 1).

Fig.1.: Create a new payment type

Fig.1.: Create a new payment type

4.Adjust several other setting for each payment type (like a reimbursement type), if you need these settings.

5.Safe the changes.

TIP: Useful settings

•If you export order data from TB.One to a third-party system and edit them there, you also need to specify an import key that your third-party system can interpret.

•Based on the payment type, you can also specify whether the invoice will always be printed before the cancellation invoice in the event of a return. For each payment type, you can also define an invoice text, which will be printed on the invoices you create in TB.One. If invoicing is done by the channel, this field has no effect. After you have assigned the payment type to one or more channels, you can define channel-specific invoice texts that deviate from the standard invoice text.

•The sender and a 3-column footer (containing such as company information, company registration number, bank account details) can be entered under "Admin > System settings > Documents".

2. Payment service providers

ATTENTION:
The menu "Basic data > Payment > Payment service provider" is only relevant for PayPal.

If you want to use TB.One's payment service API to receive payment reports from PayPal directly in TB.One follow these Steps:

1.Go to "Basic data > Payment > Payment service provider"

2.In the left navigation bar, on the “Pages” tab, go to “Page actions” and click "Create new payment service provider".

3.Enter the necessary credentials.

4.Save your settings.

5.Go to "Basic data > Payment > Payment types".

6.Select the account as the payment service provider for your payment types.

For further information, see also:

•Importing payment type information to your system from a TB.One order list (CSV/XML)

•Order-Related Basic Data - Overview