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Q.R.G. - Settings - How to Add a Payment Type
Q.R.G. - Settings - How to Add a Payment Type
Bill C. avatar
Written by Bill C.
Updated over a week ago
  • Click Dashboard

  • Click Settings

  • Click Payment Types

  • Click + New

  • Key in the payment type Name (example: Virtual Credit Card Machine)

  • Key in a Description (example: Heartland Portico Virtual Terminal)

  • Click Save

  • Toggle Yes or No on the Settings - Accept this payment method on sales order

  • Toggle Yes or No on the Settings - Default the payment to the balance due

  • Select + New to add any Custom Fields

  • Select either With Heartland Retail or With custom webhooks from the Process Payments drop-down list If With custom webhooks is selected:

  • Key in the capture URL

  • Key in the refund URL

  • Key in the void URL (Note: The above webhooks URLs are obtained from the payment processor)

  • Key in the Maximum Allowed Refund Amount

  • Click Save

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