Since clients of tour operator that bought your service for further sale (travel agents and tourists that bought services via B2C web-site) don’t have possibilities to manage settlement of accounts of this tour operator with its supplier in the context of payments settled in the contract between tour operators, it’s necessary to specify either one and only method of payment or some mutually exclusive methods of payment (e.g. in the case when your first specified method have effect only till occurrence of penalty period, and the second - after its occurrence).
It enables to avoid B2B-users of system release from occasion for selections payment method. In case payment plan was built in such a way that two or more payments methods could be used simultaneously, the system will select method in a random way.
First we will dwell on the configuration of payment plans for customers who buy your services and do not have access to the contract settings between the tour operator and the supplier. These customers usually include travel agencies and end customers who buy your services via B2C web-site.
To create a new payment method,
On the Finance menu, click Payments Settings and go to the Payment Plans tab.
Click Create. The Payment Plan page appears.
Enter the name of a payment plan.
Add payment methods available within the payment plan.
Specify for which clients the payment plan is available - TO 1, TO 2, or both.
Click Save.
Note: select the default check box if you want this payment method to be applied as default.
Adding Payment Method to a Payment Plan
To add a payment method to a payment plan,
Click Add. The Add Payment Method window appears:
Select the required payment method.
Click Add. The payment method is added and displayed in the list of payment
methods.
Editing Payment Plans
To edit a payment plan,
On the Finance menu, click Payments Settings and go to the Payment Plans tab.
Click the required payment plan.
On the Payment Plan page, click Edit to switch to editing mode.
Make necessary corrections.
Click Save.
Deactivating Payment Plans
To deactivate a payment plan,
On the Finance menu, click Payments Settings and go to the Payment Plans tab.
Click the required payment plan.
On the Payment Plan page, click Edit to switch to editing mode.
Clear the Active check box.
Click Save. The payment plan is deactivated and moved to archive.
