Payment services

Payment processing services allow businesses to collect payments directly from customers' bank accounts. An example service is GoCardless payments.

How to view Payment Services

Viewing Payment Services

Select Bank / Payment services from the Settings section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Payment services in the Quick Launch Side Menu.

This will then show the Payment services on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

How to create a Payment Service

Creating a Payment Services

  1. Select Payment services from one of the options as shown above in Viewing a Payment services.

  2. Press New.

  3. Fill in the appropriate data in the required fields.

    • Code: Enter a unique code.

    • Description: Enter a description.

    • Provider: Select the payment provider from the dropdown list.

    • Legal entity: Select the Legal entity from the dropdown list.

  4. Select Create.

Linking Payment Service

Once a Payment service has been created, the payment service option entered in the Provider field needs to be linked to your external payment account e.g. GoCardless Account.

  1. Select Payment services from one of the options as shown above in Viewing a Payment services.

  2. Select the Payment services to "Link".

  3. Select the new link account button that now displays in the top menu.

  4. Taking GoCardless as an example, you will now be presented with the GoCardless screens to log into your account.

    • The first screen will ask you to set up an account - if you already have an account, you can just sign in.

    • Tick to agree to make the connect, then select .

    • Account/s will then connect.

    • Once the process completes, you will get a confirmation message.

  5. Return to the Payment services menu, and if the 'linking' was successful then your payment service will now have a status of Account linked and Verification status showing as Successful.


Updated November 2024