Difference between revisions of "ProDon:Payment Method Management"

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'''<u>CAUTION</u>''' : This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to the document for version 4, click here. <br>
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<br><span style="color: rgb(255, 0, 0);">'''WARNING&nbsp;: This document is currently being edited/revised, it is possible that some parts are missing or obsolete.'''</span>
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== Introduction  ==
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The Payment method management allows you to create all the payment methods necessary in the database.<br>
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'''NOTE: '''Do not forget to create a "Promise" payment method, so that you can enter donations with pending payments.
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== Payment Method Management  ==
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To add or modify payment methods, you must first go to the "Payment Method Management".
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{| width="467" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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|
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To do so, from the software home page, click on the "Transactions" menu, and then on "[[Image:Button payment methods.png]] Payment methods".
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|-
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| [[Image:Payment Method Management 001.png]]
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|}
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<br>
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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After clicking on "[[Image:Button payment methods.png]] Payment methods", this window opens.
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|-
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| colspan="2" | [[Image:Payment Method Management 002.png]]
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''This is the list of all the existing payment methods in '''''ProDon'''''.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''The [[Image:Button add plus.png]] button allows you to create a new payment method. To learn how to fill in the addition or editing of a payment method window, [[ProDon:Payment Method Management#Add_.2F_Edit_a_Payment_Method|click here]].
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button Edit.png]] button allows you to modify a payment method from the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>. To do so, select the line of the payment method to be modified and click on the&nbsp;[[Image:Button Edit.png]] button. To learn how to fill in the addition or editing of a payment method window, [[ProDon:Payment Method Management#Add_.2F_Edit_a_Payment_Method|click here]].
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete a payment method from the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>. To do so, select the line of the payment method to be deleted, then click on the [[Image:Button Minus remove delete.png]] button.
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'''NOTE: '''It is preferable to deactivate a payment method rather than deleting it. To learn how to deactivate a payment method, see point <span style="color: rgb(255, 0, 0);">'''J'''</span> of the [[ProDon:Payment Method Management#Add_.2F_Edit_a_Payment_Method|"Add / Edit a Payment Method"]] section.
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|}
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<br>
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<br>
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=== Add / Edit a Payment Method  ===
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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After clicking on the [[Image:Button add plus.png]] or [[Image:Button Edit.png]] button, this window opens.
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|-
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| colspan="2" | [[Image:Payment Method Management 003.png]]
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Enter the code of the payment method.
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Enter the name of the payment method.
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''If more than one communication language are active in '''''ProDon''''', the [[Image:Button translate.png]] button allows you to translate the name of the payment method entered at <span style="color: rgb(255, 0, 0);">'''B'''</span>.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''These two boxes allow you to indicate if the payment method can be used in donation transactions only, in beneficiary transactions only or in both.
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'''NOTE: '''These boxes are visible only if the [[ProDon:Beneficiaries Module|"Beneficiaries Module"]] is active in '''''ProDon'''''.
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''Check this box if the payment method has been created for in-kind donations.
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''Check this box if the payment method is a bank instrument (e.g. cheque). If this box is checked, all elements paid with this payment method will appear on the "Deposit Slip" report.
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'''NOTE: '''It is not possible to check this box and the one at <span style="color: rgb(255, 0, 0);">'''I'''</span> at the same time.
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">G: </span>'''Check the box on the left to activate a "Reference" field under the payment method when entering a transaction. This field is often used to specify, for instance, a cheque number for the "Cheque" payment method.The box on the right allows you to make the field mandatory when entering a transaction.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">H: </span>'''Check the box on the left to activate a field allowing to specify the donor's banking institution when entering a transaction. The box on the right allows you to make the field mandatory when entering a transaction.
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">I: </span>'''Check this box to allow you to specify the instruments in the "Deposit Slip" report. This option is available for the "Cash" payment method.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">J: </span>'''Check this box to deactivate the payment method.
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">K: </span>'''Check this box if the payment method can be used to pay several transactions. For instance, if the employees of a company deduct an amount from their paycheque each week (deduction at source) in order to give to an organization and that the company for which these employees work gives the organization only one cheque totaling the amount of the deductions at the source, this box should be checked for the "Cheque" payment method.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">L: </span>'''Check this box if the transactions made with this payment method cannot be transferred at the same time as all the other transactions.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">M: </span>'''Allows you to indicate if the payment method is "Pending", "Electronic payment" or "Received or issued".
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'''NOTE: '''The option "Electronic payment" is only available if the "Electronic Transactions" module is active in '''''ProDon'''''.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">N: </span>'''This section allows you to configure instant electronic payment methods and payments by batch. The options displayed here are different according to the transaction type selected at <span style="color: rgb(255, 0, 0);">'''M'''</span>. If transaction types "Received or issued" or "Pending" have been selected, do not enter anything in these fields. To learn how to configure these options when the "Electronic payment" was selected at '''<span style="color: rgb(255, 0, 0);">M</span>''', contact technical support.
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'''NOTE: '''This section is not visible if the "Electronic payments" is not active in '''''ProDon'''''.
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">O: </span>'''After specifying the necessary information, click on the "[[Image:Button Check mark Confirm.png]] Confirm edit", to save the modifications.
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|}
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<br>
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{{Footer_ProDon_Version|5.0.5}}<br>

Revision as of 11:44, 30 May 2018

Payment Method Management


CAUTION : This document is for VERSION 5 of Prodon. To go to the document for version 4, click here.


WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.


Introduction

The Payment method management allows you to create all the payment methods necessary in the database.

NOTE: Do not forget to create a "Promise" payment method, so that you can enter donations with pending payments.

Payment Method Management

To add or modify payment methods, you must first go to the "Payment Method Management".

To do so, from the software home page, click on the "Transactions" menu, and then on "Button payment methods.png Payment methods".

Payment Method Management 001.png


After clicking on "Button payment methods.png Payment methods", this window opens.

Payment Method Management 002.png

A: This is the list of all the existing payment methods in ProDon.

B: The Button add plus.png button allows you to create a new payment method. To learn how to fill in the addition or editing of a payment method window, click here.

C: The Button Edit.png button allows you to modify a payment method from the list at A. To do so, select the line of the payment method to be modified and click on the Button Edit.png button. To learn how to fill in the addition or editing of a payment method window, click here.

D: The Button Minus remove delete.png button allows you to delete a payment method from the list at A. To do so, select the line of the payment method to be deleted, then click on the Button Minus remove delete.png button.

NOTE: It is preferable to deactivate a payment method rather than deleting it. To learn how to deactivate a payment method, see point J of the "Add / Edit a Payment Method" section.



Add / Edit a Payment Method

After clicking on the Button add plus.png or Button Edit.png button, this window opens.

Payment Method Management 003.png

A: Enter the code of the payment method.

B: Enter the name of the payment method.

C: If more than one communication language are active in ProDon, the Button translate.png button allows you to translate the name of the payment method entered at B.

D: These two boxes allow you to indicate if the payment method can be used in donation transactions only, in beneficiary transactions only or in both.

NOTE: These boxes are visible only if the "Beneficiaries Module" is active in ProDon.

E: Check this box if the payment method has been created for in-kind donations.

F: Check this box if the payment method is a bank instrument (e.g. cheque). If this box is checked, all elements paid with this payment method will appear on the "Deposit Slip" report.

NOTE: It is not possible to check this box and the one at I at the same time.

G: Check the box on the left to activate a "Reference" field under the payment method when entering a transaction. This field is often used to specify, for instance, a cheque number for the "Cheque" payment method.The box on the right allows you to make the field mandatory when entering a transaction.

H: Check the box on the left to activate a field allowing to specify the donor's banking institution when entering a transaction. The box on the right allows you to make the field mandatory when entering a transaction.

I: Check this box to allow you to specify the instruments in the "Deposit Slip" report. This option is available for the "Cash" payment method.

J: Check this box to deactivate the payment method.

K: Check this box if the payment method can be used to pay several transactions. For instance, if the employees of a company deduct an amount from their paycheque each week (deduction at source) in order to give to an organization and that the company for which these employees work gives the organization only one cheque totaling the amount of the deductions at the source, this box should be checked for the "Cheque" payment method.

L: Check this box if the transactions made with this payment method cannot be transferred at the same time as all the other transactions.

M: Allows you to indicate if the payment method is "Pending", "Electronic payment" or "Received or issued".

NOTE: The option "Electronic payment" is only available if the "Electronic Transactions" module is active in ProDon.

N: This section allows you to configure instant electronic payment methods and payments by batch. The options displayed here are different according to the transaction type selected at M. If transaction types "Received or issued" or "Pending" have been selected, do not enter anything in these fields. To learn how to configure these options when the "Electronic payment" was selected at M, contact technical support.

NOTE: This section is not visible if the "Electronic payments" is not active in ProDon.

O: After specifying the necessary information, click on the "Button Check mark Confirm.png Confirm edit", to save the modifications.




Document name: ProDon:Payment Method Management
Version : 5.0.5


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