Create and edit payment methods

When making a sale, whether in-store (e.g. Caixabank dataphone), online shop (e.g. Paypal) or wholesale (e.g. 30-day bank transfer), the customer can pay us with different payment methods. StockAgile allows you to add or remove different payment methods.

Requirements to be able to create, edit and delete payment methods:

  • The user must have the role of OWNER, STORE MANAGER or WAREHOUSE MANAGER. You can see the different types of role in the section Create or edit a user.

Pasos para poder crear un método de pago:

  1. Go to the drop-down menu at the top right with your user name and click on the CONFIGURATION option.
  2. Entrar en la opción de MÉTODOS DE PAGO .
  3. En la lista de métodos de pago, clickar en el botón NUEVO MÉTODO DE PAGO ubicado en la parte superior derecha.
  4. We fill in the following data in the popup.
    1. Name: name of the payment method (e.g. card, cash, etc).
    2. Description: the description of the method, although it is not a mandatory field.
    3. Mostrar el IBAN del cliente en las facturas: selección en caso de que queramos hacer visible el IBAN del cliente en las facturas. Ésto nos permite, por ejemplo, que en la factura ponga “Domiciliación bancaria a la cuenta del cliente con IBAN XXXXXXXXXXXXXXXX”, el cual será distinto para cada cliente.
    4. Checkbox Visible at retail: selection in case we want to make the payment method visible at the point of sale.
    5. Checkbox Visible on wholesale: selection in case we want to make the payment method visible on wholesale sales.
    6. Colour: Colour in which we want the payment method to be displayed in the list.
    7. Icon: Icon to be displayed when listing the payment method in the list.
    8. Preview: pre-display of the coloured icon of the payment method.
  5. Finally we click on the SAVE button located at the bottom right of the popup and we will see how the payment methods will refresh and the one we have just created will appear. If there are many payment methods the new payment method may appear on another page in the list.