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View User Guide 3.26 or visit our current documentation home page.
Section overview
Payment accounts serve as the exact definitions used in the Transactions section. For example, you can have a Bank Transfer and Credit Card payment accounts, and, while applying respective payments, you will be able to define payment origin by selecting a corresponding payment account.
This section allows you to create different payment accounts for correct and precise transactions (payments) management. The section is presented in the form of a list of payments with the following structure (see screenshot):
Screenshot: Payment Accounts section
Column Name | Description | |
---|---|---|
ID | Payment account's identification number | |
Name | Account's name | |
Reseller | Name of the reseller a new payment account will be attached to | |
Sort Order | Order of the entity in the list |
Functional buttons/icons presented in the section are as follows:
Button/Icon | Description | |
---|---|---|
Allows to create a new payment account | ||
Allows deleting a payment account from the system. Requires confirmation |
Attention
Please note that the user cannot edit or delete the General payment account with ID = 1 (see screenshot above)
Adding a New Payment Account
The following steps are to be taken to create a new payment account:
- Click the New Payment Account button
- Specify an account name in the Name field and a Reseller from a drop-down list of all registered resellers (see screenshot below).
- Click OK.
A new account will be added to the list and will become available in the Transactions section.
Screenshot: Payment Account creation form