Overview
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Customer Self Service (CSS) can easily be configured to accept a variety of online payment types |
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Order Payments
(pay at checkout)
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Account Payments
(pay outstanding invoices)
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Reconciliation
Payment transactions are processed on CSS your website during checkout, then integrated to PRONTOyour ERP system.
For reconciliation purposes, these payments are posted to a clearing account over the course of the day. For information about this process and PRONTO, see:
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Account Payments (i.e. payment of outstanding invoices) are handled in line with the payment method used (Credit Card, EFT, PayPal) with regard to transaction posting. Cash Receipts are matched to the relevant PRONTO/ERP invoice by Reference.
Example: Online payment of Order No. 10379821:
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If multiple invoices had been paid at once, the Cash Receipts would all have the same receipt number, and unique References in line with the sales orders to which they were linked.
For BPAY and EFT transactions, payment is generally confirmed before the order is released. For further information, see:
- Releasing Release EFT and BPAY Payments
Contra Accounts
For the purposes of journaling Cash Receipts, a Contra debtor account may be used instead of a General Ledger (GL) clearing account. Read more about this method here - Using a Contra Account for Online Payments instead of GL Account.
Additional Information
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| Comparing: Credit Card / PayPal / PayPal Express / BPAY / EFT / Direct Deposit / Account Payment -- |
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| Minimum Version Requirements |
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| Prerequisites |
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| Self Configurable |
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| BPD Only? |
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| B2B/B2C/Both |
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| Ballpark Hours From CV (if opting for CV to complete self config component) |
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Contact CV Support |
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Contact CV Support |
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Fees Apply |
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CMS Category |
Related help
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