Customer payment methods

Adding a credit/debit card

1. Within the Payment method area select Add
2. Select ‘Card’. You’ll then be taken to a new tab in your browser which displays the customer’s details.

3. Select Add payment from the top right of the ‘Personal details’ box.
   This will launch the Payment details window; the Global Iris or Realex Payments secure hosted payment page (HPP)

4. Enter the customer’s card number, expiry date, security code and cardholder name:

5. Select Pay Now (at this stage you’re authorising the card, not taking a payment).

6. A success message will appear if the details entered were correct and the card will be stored against customer’s account. If unsuccessful an error message, briefly explaining what went wrong will appear.

7. Go back to the previous tab and select refresh at the top right of the Payment Methods area where you’ll see the customer’s card details, once refreshed.

Adding Invoice Payment

There may be instances when you want to setup an account with an Invoice payment method. Examples of this could be:

• VIP customers where you don’t want the customer to be billed – VIP status will need to be setup on the Customer Details sections under Customer Type
• Customers or business that wish to pay via Bank Transfer or Cheque

1. Select Add button at the top right of the ‘Payment Method’ box, this will reveal a drop down with an option to an invoice payment.

2. Select Invoice.

3. Select Invoice

Note: If no payment details are provided, select ‘Not Provided’

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Other payment methods can be configured. (Klarna, DIBS, Paypal)

Klarna payments – You cannot add a Klarna payment method via SSM, the customer will need to do this through the website.