Define a Payment Method

The Simba application facilitates the processing of payments made via different payment instruments. Payments can be made using multiple third-party payment methods that the Simba application is configured to accept. Some of the commonly used payment types, such as the ones made using credit and debit cards are processed via a payment gateway.

Prerequisite: Before you start, ensure that you install and configure the required payment application from the Marketplace.

In the Simba Admin console, you can add the payment methods available in the marketplace. Here are the list of payment methods that the business can opt for:

  • Bank Cheque Application
  • PayPal Application
  • Braintree Application
  • Transaction Fee Services Application
  • Paybox Application
  • CACF Application
  • Credit Customer Application (Only for B2B)

Key points which detail the fields for defining the payment method:

Field Description
General Tab
Process Type
  • Deferred Payment process: to process the payment before the specified number of days. For example, manual credit cards, direct debit cards, payment by cheque, etc. are deferred payment methods. This process is performed after the order is confirmed.
  • Instant Payment process: to process the payment instantly via online payment methods such as net banking, debit card, credit card, etc. This is performed before the order is confirmed.
Start Date and End Date The selected date will be the effective date for this payment method in the storefront.

Note:

  • If you DO NOT enter the start date and time, then the date is set to the current date and time.
  • If you DO NOT enter the end date and time, then the payment method is active in the storefront indefinitely.
Status
  • Active: the payment method is activated and available for use in the storefront.
  • Inactive: the payment method is deactivated, and it cannot be used in the storefront unless it is activated again.
  • Preview: the payment method is visible only for the merchant in the storefront. The payment method is not visible to the buyer in the storefront.
After Payment Message This message is displayed on the storefront once the order is confirmed.

For example,

  • Instant payment:
    Your order is confirmed, Thanks for shopping, below you can find the order and shipment details.
  • Deferred Payment:
    Your order is confirmed, Thanks for shopping, request to process the check within 10 days from today. The product will be moved to shipment once the amount is received.
 Transaction Fees tab
Operating Mode
  • Functionality disabled, no calculation of transaction fees: to disable the transaction fees calculation functionality. No transaction fee is charged.
  • Functionality enabled with calculation of percentage on VAT exclusive basis: to calculate the percentage of payment exclusive of VAT. A transaction fee is applied on the order amount excluding VAT.
  • Functionality enabled with calculation of percentage on VAT inclusive basis: to calculate the percentage of payment inclusive of VAT. A transaction fee is applied on the order amount including VAT.
Percentage The transaction fees percentage is calculated on the total order amount. This percentage calculation method varies depending on the inclusive or exclusive of VAT.

Note: If the percentage is not specified, the transaction fees will be calculated based on the defined fixed price.

For example, if the total order amount is 100$ and the % is given as 10%, then the transaction amount would be 10$.

Tax Class
Intra-community VAT management

  • If the Intra community VAT app is installed and if there is a VAT number available for the logged-in user, then VAT is not applied on Transaction Fee.
  • In case if the intracommunity VAT app is installed and if there is no VAT number available for the buyer or if the buyer is not logged in, then VAT is applied on Transaction Fee.
Total fixed price exclusive of field
Determines the total fixed cost of transaction fees that need to be applied for an order.
Note: This fixed price is added to the percentage. If a percentage is not defined, the fixed fee cost inclusive of VAT will be considered for calculation.For example, if the total order amount is 100$ and the % is given as 10%, then the transaction amount would be 10$.Now if the fixed amount is given as 5$, then the total transaction amount would be 10 + 5 = 15$.
Elements Selection tab
Add Rule / Add Group You can configure conditions by adding one or more rules or group of rules to a payment method.

How can I?

  • Add Payment
  • Add General Information
  • Configure Transaction Fees
  • Define Tax Rate
  • Configure Conditions

Install and configure the applications

Define the required payment method with just a few clicks.

How can I?

Previous Video: Create User Segment and Account Segment Next Video: Define a Shipment Method

Video Contents

  • Introduction (0:00)
  • Add Payment (0:26)
  • General Tab (0.45)
  • Transaction Fees Tab (1.45)
  • Define Tax Rate (2:03)
  • Element Selection Tab (3.08)

Related Topics


Revision History

Published Dt. Document Changes Drafted By Peer-Reviewed By Reviewed & Approved By
2022-01-06 Initial draft SW JP MG
2022-06-07 Captured UI changes SW JP MG