Setting up Payment Methods in MyOrderDesk Follow

There are many ways to accept payment in MyOrderDesk. In this article we will look at how to use the Payment Method area (Admin > Shopping Cart > Payment Methods), cover some of the more popular payment methods you might want to use, and link to various other articles that will go into more detail on the various methods. 

The Payment Methods area allows you to create both Integrated (ie: credit cards), as well as non-integrated (ie: pay on terms) payment methods. 

It is important to note that after creating your various Payment Methods, you will need to go to Users & Groups and turn the method On for any Groups that you would like to have the method available. 

 

Order_Payment_Methods_2021-04-27_09-34-41.png

Creating a Payment Method

Select the New button, and then select from the various choices supported.

Order_Payment_Methods_2021-04-27_09-36-54.png

Integrated Payment Methods

The Integrated methods that are included are listed below (Select the linked text for specific details on setting up each of the methods): 

  • Print Reach Pay - Print Reach Pay allows users to pay with credit and debit cards during the checkout process. You can allow your customers to store their credit cards on file, request payment after the order is placed and have access to MerchantTrack where you can link directly from MyOrderDesk to your own private portal where you can manage your transactions and even enter virtual transactions. 
  • Authorize.net- The Authorize.Net Payment Gateway allows you to accept credit card and electronic check payments.
  • BluePay- With an internet merchant account from BluePay Go!, you enjoy a streamlined online credit card processing solution.
  • Moneris (Canada)- Moneris provides the solutions to process debit and credit card payments online in a secure, real-time environment.
  • PayPal- When customers use PayPal, they can skip online forms and complete their checkout in just a few steps.
  • TouchNet (T-Link)- Provides secure, PA-DSS compliant payment processing for any web-based application, moving campus wide payments into one centralized, certified payment application.

Custom Payment Settings

For Non-Integrated methods, select Custom from the list, which can be any number of options you would like. Common examples are Purchase Orders (PO Codes), or Pay on Terms where you plan to invoice your customer outside of the online ordering process. You can also set up a Budget as a payment method where your customer works off a budgeted amount you set up. 

Order_Payment_Methods_2021-04-27_12-26-30.png

  • Name- Name displayed to your customer at checkout.
  • Options:
    • Enabled- Check to enable this payment method.
    • Auto Lock Job- Check to lock the job when payment is made so that your customer can not make any changes to the job after completing the ordering process.
    • Require Bill-To Address - Select if you require a Bill-To Address from your customer. 
    • Enable for use with QuickBooks- If you have the QuickBooks module you can enable this method to generate invoices in QuickBooks.
  • Display
    • At Checkout (complete) - Payment method is displayed to your customers at checkout when all items have pricing.
    • At Checkout (partial) - Payment method is displayed to your customers at checkout when some items have no pricing.
    • Request Payment - Payment method is displayed to your customers when using the Request Payment feature after the cart has been checked out.
  • Availability - You can set a Start and End date for the payment method. Leave blank if you do not want a start or end date. 
  • Custom Field Prompts 1-15 - Custom information to collect such as P.O., Budget Codes, or chargeback numbers. All field prompts that are used will require data entry by your customer. Do not use these fields to collect sensitive data such as credit card numbers. Note: When using Printer's Plan integration, you can send a PO number by naming your field Purchase Order Number:
    • Type - Select a choice of a Text Field or Pull Down Menu. 
      • If Text is chosen, you will enter a Value from a list of Merge Fields. Select the "?" next to this field for available choices. 
      • If Pull Down is chosen, you will enter a list of Values (options) to display in the pull-down menu. 
        • It's possible to create a menu based on selections in a user profile to display specific pull-down options to that user based on multi-choice profile fields. Select the "?" next to this field for available Merge Fields. This is useful for something like budget codes. 
    • Prompt - Enter the prompt to display to your customer. 
    • Value - See above under "Type."
    • Settings 
      • Required - Select if the field is required.
      • Character Limit - Set if their response is limited to a certain character Limit. Default is 50 characters. 
      • Map to Quickbooks - Map this field to a QuickBooks invoice field. Currently, only PO Number is supported.
  • Tracking - If you are using a Budget or Running Total option under Type (see below), the tracking of the total amount will appear here. 
  • Type
    • Disabled - If you would like to Disable the Budget or Running Total set up previously. 
    • Budget (deduct from Total) - Select for more detail on creating a Budget. 
    • Running Total (add to Total) - Keep track of the total amount spent.
  • Adjustment (+/-) - Enter a negative or positive number here to either increase or decrease the budget or running total amounts. 
  • Reason - When making an adjustment, you can enter a reason. 
  • History - Amounts spent toward the budget, running total, or adjustments will be tracked in this history area. If no history exists, this option is disabled. 

 

 

Related articles

Powered by Zendesk