Enabling Payment Methods

← Setting Up Invoice Options

Setting a payment method on the invoice, your business can control downstream collection-relevant processes. You do not just request how your customers are supposed to pay, but rather determine how JustOn Billing & Invoice Management handles the created invoices.

If you have upgraded JustOn Billing & Invoice Management from an older version, you may have to manually add relevant payment methods, like SEPA or Online Payment. To this end, you add the required picklist values to the invoice field Payment Method.

Payment method SEPA specifics

Your business may require a dedicated payment method that explicitly supports SEPA Direct Debit and SEPA Credit Transfers.

Adding the payment method SEPA will consequently limit the SEPA export to invoices with the payment method set to SEPA. At the same time, JustOn will ignore invoices with the payment method set to Direct Debit or Bank Transfer when exporting SEPA orders.

For compatibility reasons, JustOn still supports SEPA exports for invoices with the payment methods Direct Debit or Bank Transfer. Be aware, however, that for this purpose, the invoice field Payment Method must not include the picklist value SEPA.

To add payment methods:

1. Click to enter Setup, then navigate to the object management settings of the Invoice object (ONB2__Invoice__c).
2. Click Fields & Relationships.
3. Click the name of the Payment Method field.

4. In the Values section, click New.

   Add the relevant payment methods, each in a new line, like

   SEPA
Online Payment

5. Click Save.

   For help about editing picklists, see Modifying Picklist Values.