Set up payment option

1. Introduction

TBD

2. Set up a payment option

1. Open the gear icon → Module Configuration → Seamless Service

2. Clicks on the Settings in the Accounts section

   1. Open

      

3. Select the FIELDS & LAYOUTS tab

4. Click on the New Field button

   1. Create a new field as in the image below

   2. Open

      

5. Clicks on the + button on the OPTIONS section

6. Enter the (display) name and the value of your payment option

   1. For instance, the payment option that you want to display would be “Direct Debit monthly”, then the value should be “direct_debit_monthly”, and the name should be “Direct Debit monthly”

7. Click on the 3-dot button at the payment option

8. Enter the payment type, and payment frequency as the image below

9. Click on the SAVE button at the JSON EDITOR dialog

10. After adding all the necessary payment options, click on the SAVE button at the UPDATE CUSTOM FIELD dialog

Supported payment frequency

These are the supported payment frequencies in Seamless: “single”; “monthly”; “quarterly”; “semi-annually”; “annually”

Supported payment type

These are the supported payment types in Seamless: “External”; “IntegratedCheckout”; “Invoice”

3. Set up a payment option with an integrated provider

a. Set up a payment option for External payment methods

The payment type of your payment option must be set to "External" to inform Seamless that no installment export is required for policies using this payment method.

b. Set up a payment option for billing provider/ payment gateway integration

The payment type of your payment option must be set to "IntegratedCheckout" to inform Seamless to export a policy’s installment to the proper provider.

c. Set up a payment option for an accounting provider

The payment type of your payment option must be set to "Invoice" to inform Seamless to export a policy’s installment to the proper provider.