Financing allows the store to show monthly financing options. The customer gets a choice of your pre-determined options of financing at the checkout.
The settings are:
Setting
Setting Description
Allow for funding
This activates the financing function in the store.
View the details link at the checkout
This will show an information link at the checkout area leading to a document that describes the terms and conditions for the finance. You can create or edit this document in Admin / Documents.
Name
Enter the name of the service you want to use.
Item
Define the following article number that you want to use with this service. This is used if you integrate Nettailer to your business.
Break-point
Defining the break point you want to use for financing, for example £300. This will apply to individual products or the total sum of the basket.
Fiscal Periods
Define finance periods are in the store in terms of months and tariffs. You should also set the default period.
It is possible to disable the finance function of a particular customer or at the customer group level.
This function is used to manage the type of payments you allow your customers to use in your store, for example “PayPal”, “credit card” or “invoice”.
To add a new payment option simply click on “create” and enter in the details of the payment type you want to use. To delete an item click the entry you want to delete. Then click "Remove."
Feature
What it does
Language
(OPTION) - Specify whether the payment method should only be shown to customers using a specific language or all. This will only be visible if your store is setup with multiple languages
Name/label
Give the payment method a meaningful name.
Code
If orders are exported to external systems, this code is used.
Group
Here you associate the payment method with a group of payment methods. You first create the group under "Payment method groups".
Payment provider
If an external payment provider is to handle the transaction itself, this is stated here.
Payment type
As for "Payment type", this can normally be set to "General". In case you use credit card payments or on-line credit information, other payment types can be specified.
Sorting
Specifies the order in which the payment method should be displayed at checkout.
Logo (340x35 pixles)
Upload a logo on the payment option here - This feature is a legacy function, exclusively compatible with the (old) classic Nettailer version.
Payment information
Here you can enter information about the payment method or write if it costs something extra - This feature is a legacy function, exclusively compatible with the (old) classic Nettailer version.
View payment information instead of name and logo
Activate to view payment information instead of name and logo - This feature is a legacy function, exclusively compatible with the (old) classic Nettailer version.
The default payment type is set to 'General'. You will need to create other payment options if you want to allow credit cards or other on-line methods of payment. These payment options can be connected to specific customers or customer groups, giving you a lot of control over how certain people can pay for their goods.
There is a facility to link payment types to specific delivery times. So for example you may wish your credit card customers to receive deliveries faster than your standard delivery time, you can just connect that payment type to a specific delivery time, from the options you have created under the “shipping” section.
Feature
What it does
Create an invoice and send it by mail on a new order
Activate this if you want the payment method to automatically generate an invoice and send it to the customer via e-mail.
Set invoice as paid
This removes the last date to pay. Used in eg card payments.
Feature
What it does
Use fee
Activate this if you want it to automatically add a charge to the total order value.
Amount
Enter a Fixed Price or a percentage of the order value. You can also set the maximum amount and the minimum amount to be used if the percentage amount is specified.
Feature
What it does
Company
Activate this if you want companies to be able to use the payment method.
Private/Consumer
Activate this if you want consumers to be able to use the payment method.
Show only to administrators
Enable this if you want only administrators to see the payment option. Can be good at the time you order for yourself.
Activate the delivery methods for which the payment method should be active.
Enter the page that will be presented as soon as the order is placed. Note that you first need to create the page under Documents.
Nettailer is integrated with a number of 3rd party payment providers, such as Stripe, Trust Payments (formally Secure Trading), Opaya (formally SagePay), Nets (formally DIBS), Klarna, PayPal Express, and more.
Once you have opened an account with your chosen provider, they will provide you with the required key details. Notify Netset by creating a task in the Project Database and providing the required details to quickly and easily add them as a payment provider in your store.
Click on the links below to find out more and sign up for your selected service.
The Tax rate for your store is visible here. Your store will be set to the default country value and is not editable by the store admin, this will change automatically should the defualt contry Tax value change.
You can use this tool to add additional tax rates for additional countries.
Navigate to the tax section by selecting Payment Options>Taxes
By pressing the "create" button you will be presented with the below screen:
Here you can give your new tax a name (e.g. VAT), set a code to be able to identify it and set the percentage at you wish the tax to be.
It is possible to set up multiple tax rates from this section.
This section allows the creation of payment option groups. This is where you create a group that may later be connected to a payment type and then linked to a specific customer or customer group.
Feature
What it does
Name
Here you can name your payment group, for example "Financing".
Sorting
Specify the order in which the group is to be presented. The lower the number, the higher the group is presented.
Information on the left
If you wish to provide any information regarding all payment options in the group, you can do so here. The information is shown on the left side.
Information on the right
If you wish to provide any information regarding all payment options in the group, you can do so here. The information is shown to the right.
Logo
You can upload a logo that represents the payment options. We recommend that it is no more than 100px wide.
For example, if you want create three payment groups; Card payment, Invoice and Financing then you create thoose here. Therafter you connect the alternatives that should be presented to respective payment method.
ADD-ON
This section displays your stores currencies and their exchange rates. The exchange rates are updated automatically daily based on ECB (typical at 14:30 CET).
If you have this feature enabled, you can select which currencies to make available in your store from those included in the list.
You are not able to edit this information.