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Management - Payment

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This subsection refers to the setup and modification of payment methods, that would be used in the system. These are payment methods for the use of the customer/buyer and can be customized in various different ways. The first step is for those methods to be first integrated into the system by the developer. Once they are available on the backend, they can be set up in the Management Panel whenever needed.

payments preview

Payment methods

The Payments section of the Billia Management Panel is divided in two parts - Payment Methods and Payment Gateways.

The Payment methods section displays the actual methods through which payments can be made by end-users and customers. These are the actual options they would see in their platforms and choose from to make payments for purchases.

payment methods

Payment methods' sections

ColumnDefinition
ID- Displays the unique ID of the payment method.
Name- The title of the payment method.
Type- Displays the type of the payment method - online, offline, wallet or invoice. For more details on these please check the next segment of this article.
Description- For the ease of managing the payment methods, a description with details for the payment method is displayed here.
Convert to currency- Displays the opportunity a specific payment method has to be automatically converted different currencies. It is used when the payment gateway (which the payment method uses) doesn't support the specific currency. This setting will configure the system to convert the currency to another one, which the gateway actually supports.

Available Admin Actions

Control buttonDefinitionDetail
sort-listSort- Sort the order of the payment methods in the list.
view-detailView details- View details for the payment method.
imagesResource images- Update the images used to represent that payment method.
edit2Edit- Edit the payment method's details.
-deleteDelete- Delete the payment method.
addAdd new- Add a new payment method.

Payment Types

TypeDetail
Online- Methods that are automated and set in the system for direct payments. Such are debit and credit cards.
Offline- Methods that don't have automation. Such include making payments directly on the spot in an office or with a courier.
Wallet- Enables the topping up of the online account balance.

Create a new payment method

Creating a new payment method requires the completion of the same fields as editing an already existing payment method. It is important to note that the certain payment method needs to be first integrated into the backend of the system. Otherwise it is not going to work.

add new method

The fields that need to be completed include:

FieldDetail
Name- Set the name for the payment method. Choose the preferred language.
Type- Set the type of the payment method - online, offline or wallet.
Description- Set a description for the payment method. Choose the preferred language. The text is written with a Markdown editor.
Gateway- Set which payment gateway will be processing the payments for this method. The available payment gateways are preset in the code.
Convert to currency- Choose whether specific payment methods can be automatically converted between different currencies. Depends on the currencies available in the system.
Success redirect URL- Set the URL for your website which will be displaying a success message for purchase with this payment method.
Failure redirect URL- Set the URL for your website which will be displaying a failure message for purchase with this payment method.
Pending redirect URL- Set the URL for your website which will be displaying a redirect pending message for purchase with this payment method.
Notify URL- Set the URL for your website which will be displaying a notification message for a successfully made and approved payment.
Special payment- Select or deselect the payment as "special". Special-enabled payment methods are visible to everyone. Special-disabled ones are visible to users with enabled Custom payments only.
Visible for- Defines making the payment method available for separate types of profiles - individual and/or company. During checkout the payment methods visible will depend on the user profile making the purchase.
Generate Invoice for- An Invoice can be set to be generated for separate types of profiles - individual and/or company. Users with either type of profile that make purchases with that specific payment method, will receive an invoice, only if their profile type is checked here.
Generate Proforma for- A Proforma can be set to be generated for separate types of profiles - individual and/or company. Users with either type of profile that make purchases with that specific payment method, will receive an invoice, only if their profile type is checked here.
Generate Credit- A Credit note can be set to be generated for separate types of profiles - individual and/or company. Users with either type of profile that make purchases with that specific payment method, will receive an invoice, only if their profile type is checked here.

Payment Resource Images

Each Payment method ought to have an icon or image to represent it. The are managed through the Resource Images setting.

resource-images

The process of uploading and setting up an image for a payment method is fairly similar to the one for resource images while creating a product. Here you can see more information on Product images.

FieldDetail
Thumb- Displays a preview of the uploaded image as a thumbnail.
Key- Displays the key for the frontend code. The key sets the position of the image in the module selected. This means where exactly in that panel/platform/software it would be displayed, e.g. front page, bottom page, etc.
URL- Displays the path of the image once uploaded to the system.
Client- Displays the panel/platform/software to which the image is assigned, e.g. the Billing module, the Catalog, the Clients Panel, etc.
Tools- Available Admin actions for this resource image.

Available Admin actions

Control buttonDefinitionDetail
copy-URLCopy URL- Copy the URL of the image uploaded.
switch-clientSwitch client- Switch the client/panel/platform/software where the image is being visualized.
edit2Edit- Edit the resource image.
-deletedelete- Delete the resource image.
add-new-product-imagesAdd new- Add a new resource image.

Add a new resource image

add a new image resource

FieldDetail
images- Upload an image from a local storage.
Key- Type in the frontend key for the image.
URL- Another way to upload an image. Set the URL for the image, if it is already in the system. If not, it will get automatically populated when uploaded through the respective icon.
Route- Since attaching a resource image can be done in various sections on the Billia Management panel, this line displays the category this image is for. In this case - Payment methods.
Client ID- Select the client/panel/platform/software for the image to appear.

Payment gateways

Payment gateways section defines the gates through which payments go through.

payment gateways

Payment gateways' sections

ColumnDefinition
Name- The title of the payment gateway.
Factory- Defines the programming pattern which connects the database with a specific payment gate.
Sandbox- Payment gateways are set up with both a URL for a production environment and a URL for a testing environment. If checked, this setting redirects payment actions to go through the testing environment.

Available Admin Actions

Control buttonDefinitionDetail
view-detailView details- View details for the payment gateway.
edit2Edit- Edit the payment gateway's details.
-deleteDelete- Delete the payment gateway.
addAdd new- Add a new payment gateway.

Create a new payment gateway

It is important to note that the certain payment gateway needs to be first integrated into the backend of the system. Otherwise it is not going to work. Billia supports over 70 different types of payment gateways, please see the list here.

payment gateway

The fields that need to be completed include:

FieldDetail
Name- Name of the payment gateway. Once set, it cannot be edited.
Factory- Displays a programming pattern which connects the database with a specific payment gate.
Sandbox- Payment gateways are set up with both a URL for a production environment and a URL for a testing environment. If checked, this setting redirects payment actions to go through the testing environment.
Key- Set the key for the payment gateway.
Value- Set the key value for the payment gateway.

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