In the organisation settings, you can set important options under the ‘Payment settings’ tab. These include automatically marking ‘direct pay’ payments as paid after a successful transfer and automatically confirming payments of a certain payment type when they are successfully executed. You can also activate the option to additionally mark payments as ‘received’ and create the possibility to reset confirmed payments, which is useful for payments to an incorrect vIBAN.
In the image: All blue toggles are activated, all grey-white toggles are deactivated.
The following payment settings are available:
1. Automatically mark payments via direct payment as paid as soon as we receive confirmation of a successful transfer order.
If this function is activated, successful direct payments are automatically marked as paid.
2. Automatically mark payments via (payment method) as confirmed as soon as we receive confirmation of successful execution.
If this toggle is activated, all payments of this payment type are automatically marked as confirmed as soon as we receive confirmation of successful execution from the payment method provider.
3. Activate to mark payments as “Received” in addition to “Confirmed”.
By activating this function, you can mark incoming payments not only as confirmed, but also as received. Payments marked as received are marked with a green tick. Further information can be found here. When the toggle is activated, a list of open items can be displayed on bezahl.de.
4. Activate to be able to reset a confirmed payment
By activating this function, you can reset incoming payments. This is particularly important if your customer has paid to the wrong vIban and you need to manually transfer the payment.
5. Activate or deactivate the ‘Pay now’ button after confirmed/successful payment
If your customer has already paid and you want to ensure that they do not accidentally pay again, you can use this option to deactivate the ‘Pay now’ button.