Configure Payment method preference

You must activate each payment method individually, using the activation button located in the upper right corner of each section, and save each section separately.

6 ways for you and your client to pay an order or invoice.
  • Pay Later
  • Line of credit
  • Stripe
  • Check
  • Interac transfer

You can choose which ones to activate for your internal management and/or for your customers when they place an online order. 

1. Pay later

This option allows you to place an order without making a payment immediately. Disable the option that allows your clients not to pay immediately for orders made online. In this way, you will be the only person able to apply payments on them during internal orders. 

This option allows you to edit your invoice. 

** Do not forget to save your choices! **

    2. Line of Credit

The line of credit is usually chosen by customers that like to pay monthly or in advance. Once a line of credit is activated, you/your client can decide to add a payment anytime. The invoice will be applied to the line and at the end of every month, your client will receive an email with his balance and a PDF statement attached. In case of a delay in submitting a minimum payment after the 21st of each month, interests will apply.

General Configuration

  • Auto Accept Enabled: Each new client adding to your account will have access to a line of credit if they agree with the terms and conditions. Your client will have to accept the terms and conditions before.
  • Auto Accept Disabled: Your clients will be able to access a line of credit if they request it. You will be able to accept or not after each request.
  • Determine the minimum amount granted and the annual interest rate granted by default. (20 = 20%)

Note: These configurations can be customized for each client.

Minimum Payment

You must then indicate the payment terms, ie the minimum payment required per month. Your minimum payment is calculated as a percentage of the outstanding principal balance, therefore, it will change each month.

1. the minimum payment in percentage

2. the minimum payment in figures

Note: If the specified percentage is equal to an amount less than the minimum payment in dollars, then the dollar amount will be required.

Payment of the line of credit with a credit card

Payments by credit card generate fees for the provider (you). The credit card payment option allows you to recover these charges by charging clients a percentage of their payments if they pay the credit line with a credit card.You must specify the percentage figure that will be loaded to the client.

Others

Online payment: Disable payment with the credit line for orders made online by your clients. This way, only you will be able to apply payments on them during the internal orders.

Terms and conditions: When activating the line of credit payment option it is very important at the legal level to inform your client of the terms and conditions of your line of credit.

This option marked the invoice as paid and doesn't allow invoice editing.

** Do not forget to save your choices! **

    3. Stripe / Credit card

First, you will need a business Stripe account which will have to be connected to your UI Business Solution account. This method will allow you to save your credit card credentials on the account and customers will remain on your URL to make the payment. If you choose this method, you can also:

1- Connect yourself to your Stripe account and stay logged in

2- In another window click on "Connect your Stripe Account"

Line of Credit:  Activate to allow credit card payments to pay the line of credit.
Activate this payment method: Activate credit card payment for orders placed online by your customers. In this way, this payment method will be available to your customers when they place an order or pay an invoice.

* If you change the application, you will lose the saved credit cards.
This option marked the invoice as paid and doesn't allow invoice editing.

** Do not forget to save your choices! **

Card accepted are Visa, Mastercard and American Express.

    4. Check

This section allows you to accept payments by check.

Line of credit: Enable to allow payments by check to pay the line of credit. 

Online order: Enable to allow payments by check to pay for orders placed online by your clients. A check payment made by the client is indicative. The invoice will not be indicated as paid.

Additional information: If you activate this option, it will be necessary to provide the client with the information that will appear on the check and the address where to send it.

A check payment made by the client is indicative. The invoice will have to be paid ONLY when the provider actually makes the payment. For that reason this option allows you to edit your invoice only if your customer chooses it. 

If the invoice is paid by the provider with the check method, the invoice is marked as paid and cannot be changed

** Do not forget to save your choices! **

    5. Bank Transfer

    This section allows you to accept payments by bank transfer.

Credit line: Enable to allow bank transfer payments to pay the line of credit. 

Online order: Enable to allow payments by bank transfer to pay for orders placed online by your clients. A bank transfer payment made by the client is indicative. The invoice will not be indicated as paid.

Additional information: If you activate this option, you will need to provide the client with the necessary information so that he can make the bank transfer correctly (eg email address, password, etc.).

Payment by bank transfer made by the client is indicative. The invoice will have to be paid ONLY when you actually make the payment. For that reason this option allows you to edit your invoice only if your customer chooses it. 

If the invoice is paid by the provider with the bank transfer method, the invoice is marked as paid and cannot be changes

** Do not forget to save your choices! **

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