2.Settlement Method Listing: Create Settlement Method>Edit
2.1. Please click the ‘"+’ " button to Create a new Settlement Method.
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Please fill up the compulsory ( * ) information for creating the settlement method. After filled up all Compulsory ( * ) information, . Please click ‘Save’ "Save" to add a new Settlement method.
Compulsory information:
Code
Name
Cashbook - Configured in Cashbook Module
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2.2. After adding the Settlement method, it will be listed in the main page. Please click on the settlement method to edit it.
You can edit the details, charges, tax and payment provider error codes of the settlement method.1
3.
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Details
In details tab, the following information can be edited:
Sort Code
Code
Name
Cashbook - Configured in Cashbook Module
Label Label
Please click ‘"+” " button to add new label
Code
Name
Nested Under - Can be Edited from the label field
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Please click the
"Edit" button to add or edit labels.
Please click
"+
" button to add new label
Please click on the listed label to update or remove the label
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Payment Provider/Bank name
Select the settlement type
Status
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Please click the ‘save’ "save" button to update the changes.
You can click the ‘delete’ "delete" button to remove the settlement method from the settlement method method listing.1
3.2
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Charges
In the Charges tab, you can add any charges to the settlement method. The following information can be edited:
Bank Charges
Mode - Ratio or Absolute
Rate
Min Limit
Max Limit
Absolute Value
Surcharge to customer
Mode - Ratio or Absolute
Rate
Rounding Precision
Absolute Value
Item Code - Configured in Doc item Maintenance Applet
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Please click the ‘save’ "save" button to update the changes.
You can click the ‘delete’ "delete" button to remove the Charges from the settlement method.1.2
3.3
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Tax
In the tax tab, you can add tax type and rate to the settlement method. There are two method you need to select:
Tax on charges charges
Tax Code - Configured in Tax configuration Applet
Tax Rate
WTH on charges
Tax Code - Configured in Tax configuration Applet
Tax Rate
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Please click the ‘save’ "save" button to update the changes.
You can click the ‘delete’ "delete" button to remove the tax from the settlement method.1.2
3.4
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Payment Provider Error Codes
In the payment provider error codes tab, Please click on the ‘"+’ " button to add errors to the settlement method.
Code
Description
Remarks
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Please click the ‘Add’ "Add" button to add the error or click the ‘Cancel’ "Cancel" button to cancel the updating of error.
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You can click the "delete" button to remove the payment provider error codes from the settlement method.