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How are personal payment methods linked to organization payment methods?
After setting up the banks, bank branches, and bank accounts, you define the payment methods your organizations use. Organization payment methods (OPMs) link the personal payment methods (PPMs) with the payment sources. This means you don’t need to store as many details about the payment method on the person record.
How to set up a store payment method?
If credit cards or debit cards are accepted, you must create one payment method for cards, and then create the organization-wide card types and card numbers. Set up store payment method. Associate payment methods with each store, and then enter the store-specific settings for each payment method.
What kind of payment method should I use?
Card – All the kinds of cards that are used, such as debit cards and credit cards. It’s a good idea to set up one card payment method at the organization level, to represent every kind of card. Then, at the store level, set up a payment method for each card or set of cards that is processed by using the same settings.
How are payments charged to a customer account?
Customer account – Payments that can be charged to a customer account at the register at the time of the sale. You can also use this payment method to collect sales information or customer-specific discounts when the customer makes a payment by using another payment method. In this case, you must set up customer-specific information.
Can you pay for a money order with a credit card?
Take cash, a debit card, or a traveler’s check. You cannot pay with a credit card. Fill out the money order at the counter with a retail associate. Pay the dollar value of the money order plus the issuing fee.
When do you create an OPM, you select a payment type?
When you create an OPM, you select a payment type. For further information, see Organization Payment Methods Task below. The most common payment types are: Tip: If you select the EFT payment type, you can enter EFT information at the payment method level, the payment source level, or both.
How do I set up my payment methods?
To add an offline method of payment for Money Orders: Click the “Select Payment” button under the Payment Methods section. At the top right of the page, click on the “+Add New” button. In the Add New Payment Type section, select the country and state you would like this payment method available to.