Payment Methods

Index

 

Overview

With Uplifter's Payment Method feature, clubs now have more control over how they offer and present payments options. This resides in the ability to create payment groups, then sort which payment methods are available within those groups. Payment Methods are available via Settings > Uplifter Settings > Merchant Details tab. Note, to view the Merchant Details tab you will need to be allotted the Merchant Credentials permission.

 

Payment Methods

Payment methods are variations on what types of payments your club/organization accepts. Standards would be Cheque, Cash, Credit Card, and Gift Certificate. However, club administrators can now generate their own payment styles. To begin, please ensure you are on the Payment Methods tab.

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Existing Clubs

Clubs already using Uplifter at the time of this feature's release will find they already have payment methods listed. These will be Cheque, Cash, Credit Card (yellow if not active), and Gift Certificate.

Create A Payment Method

  • Select Add Payment Method
  • Enter desired details for the payment method
  • Select Save All

Creating a payment method allows you to customize they payment options you allow. You may make a payment options for "E-Transfer" payments. Each manually made payment method must coincide, functionally, with a presently available payment type. To begin, select the "Add Payment Method" button.

Public?: Toggle whether or not the payment type is visible/usable by standard members.
Reporting Name: The name used in reports to represent this payment selection. This also displays at the bottom of invoices as the payment method selected.
Checkout Text: The custom text displayed within the button at time of checkout. This should be concise, pithy, incisive, succinct, brief, to the point, and the opposite of this sentence. 
Payment Type: The type of already available payment that this payment method should act like. For instance, you may offer and be creating a "E-Transfer" option. However, this would act like cheque within the system.
Payment Groups: The payment method groups that this payment should be included in.

Be sure to select to Save All at the bottom of the page to keep any changes!

Edit A Payment Method

  • Select payment method
  • Update information
  • Select Save All

To begin editing a payment method, select the method from the list on the left. This will populate the payment method's information in the form on the right. Edit as desired and be sure to select Save All at the bottom of the page to keep any changes.

Delete A Payment Method

  • Select the undesired payment method
  • Select Delete
  • Select Save All

To delete an unwanted payment method, select the payment method from the list on the left. At the bottom right corner of the payment method information you will find the option to Delete. Note, you cannot completely delete a payment method that has been used by a member. Note, however, you can disable the "Public?" check box to remove it from public options.

Credit Card Payment Gateway

If your club would like to offer online payments via your Bambora payment gate way, you will first have to connect your Bambora account via the credit card payment method listing. For more information on the connection process, and Bambora in general, please see our article Bambora.

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Cash Payments

Note: Cash payments and payment methods set to Cash as their Payment Type will dfeault to Paid status. You should be very cautious of setting any payment type to Cash as this may result in members registering for programs and the invoices being set to Paid without you noticing. It is likely you will want disable Cash payment methods by removing the check mark next to Public when viewing their payment method tab.

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Payment Method Groups

Payment method groups are groupings of payment methods that are easily selected when creating programs or other products. By selecting a payment method group during product creation you are deciding which payment types are acceptable to pay for said item. To begin, please ensure you are on the Payment Methods Groups tab.

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Create A Payment Method Group

  • Select Add Payment Method Group
  • Name your group and enable/include your desired payment methods
  • Select Save All

Creating a payment method group allows you to customize the groupings of payment methods you allow. You may wish to create an "Offline Only" payment group, which would include payment methods like cash, cheque, e-transfer, or anything else that does not go through your payment gateway. To begin, select the Add Payment Method Group button.

Payment Group: The name of your payment group. Your name should represent the options it includes.

Payment Methods: The payment methods included in this payment method group. 

Edit A Payment Method Group

  • Select payment method group
  • Update information
  • Select Save All

To begin editing a payment method group, select the method group from the list on the left. This will populate the payment method group's information in the form on the right. Edit as desired and be sure to select Save All at the bottom of the page to keep any changes.

Delete A Payment Method Group

To delete an unwanted payment method group, select the payment method group from the list on the left. At the bottom right corner of the payment method group information you will find the option to Delete. Note, you cannot delete a payment method group that is in use by a program or product.

Selecting A Payment Method Group

During product, subscription, ticket, or program creation, the system will offer a drop down selection to choose which payment method group you would like to use. By selecting the group you will automatically set the payment methods that are accepted for this item. It is a wise choice to retain an "All Payments" options as well as an "Offline" and "Online" variance to offer you a wider range of control.

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