Access to the Payment Management page is granted using the Security Groups Management feature.  User must be granted Edit rights to Administration of Payments. See the Security Features Chapter for more information.

 

Using Payment Management, authorized administrators can enter, edit and delete payment records for the various different Payment Types supported by PORTALPRODIGY.  They can also distribute payments to order/invoices and post payment distributions.

 

Before you can begin to utilize the Payment Management feature, you need to first configure the following options in Features Administration:

§         Payment Features

§         GL Features (Only required when you elect to use GL Journal Transaction feature)

 

PORTALPRODIGY provides the ability to electronically authorize and settle credit card payments using Payment Processing services.  PORTALPRODIGY currently supports the following Processors:

§         Verisign Payflow

§         Verisign Payflow Pro

§         PayPal

 

Most processors require you to have a Merchant Bank Account.   Please contact your PORTALPRODIGY Account Representative for additional information. 

 

If you plan to offer credit terms you will need to prepare a credit terms document.  This document is typically used as a legal agreement with the customer.  You can attach an existing HTML document or use the PORTALPRODIGY HTML Editor to create the document.