Difference between revisions of "Create payment method"

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(Create custom payment method)
 
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''Payment method creation page: [http://cloud.protemos.com/account-payment-method/add/ http://cloud.protemos.com/account-payment-method/add]''
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''Payment method page: [https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method/index]''
 
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To create a new payment method, go to '''Settings → Payment methods''':
  
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[[File:Settings - payment methods+.png|border|150px]]
  
Press the '''Add new payment method'''button and you will go on the payment method creation page.
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Then click the '''"Add payment method"''' button to open the payment method creation page:
  
Fill in Type (Skrill, PayPall, SWIFT, etc.), Method name (email) and Description (if necessary).  
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[[File:Create payment method v2.0.png|border|1070px]]
  
Confirm it with the '''Save'''” or revoke with the “'''Cancel'''” button.
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Select the type (Bank transfer, PayPal, Skrill, Custom), enter the required information, and click '''"Save"''':
  
[[File:Payment method creation page.jpg|border|800px]]
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[[File:Create payment method page 2.png|border|1070px]]
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==='''Create custom payment method'''===
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If you cannot find the needed fields or payment systems when creating the payment method, you may create your own custom payment methods using the "'''Custom'''" type.
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To do so, click '''"Add payment method"''', then select '''"Custom"''' from the drop-down list:
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[[File:Create custom payment method v2.0.1.png|border|1070px]]
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Input the payment method name, its type (you may create several types of your custom payment methods), details, and click '''"Save"''':
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[[File:Create payment method page 2.png|border|1070px]]
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<span style="color:orange">'''Note:'''</span> The '''"Custom type"''' and '''"Details"''' fields are displayed in the PDF file if a custom payment method is selected for the invoice.

Latest revision as of 19:42, 20 September 2025

Payment method page: cloud.protemos.com/account-payment-method/index


To create a new payment method, go to Settings → Payment methods:

Settings - payment methods+.png

Then click the "Add payment method" button to open the payment method creation page:

Create payment method v2.0.png

Select the type (Bank transfer, PayPal, Skrill, Custom), enter the required information, and click "Save":

Create payment method page 2.png

Create custom payment method

If you cannot find the needed fields or payment systems when creating the payment method, you may create your own custom payment methods using the "Custom" type.

To do so, click "Add payment method", then select "Custom" from the drop-down list:

Create custom payment method v2.0.1.png

Input the payment method name, its type (you may create several types of your custom payment methods), details, and click "Save":

Create payment method page 2.png

Note: The "Custom type" and "Details" fields are displayed in the PDF file if a custom payment method is selected for the invoice.