The Tender Type lists all the payment methods your organization accepts. It will appear as a drop down field when entering a payment. To configure tender types, navigate to: Global Settings >Payments & Transactions >Tender Types.
Standard Tender Types
The list of standard tender types come pre-loaded with every NeonCRM. Credit Card (Online) is used to process a credit card transaction through your Credit Card Gateway (e.g. Neon Payment Processing). Credit Card (Offline - No Charge) will NOT process the card; it simply records that the card has been (or will be) processed externally.
There may be standard tender types that you do not accept. Change the status to Inactive for any tender types that you do not use.
The Status controls what standard tender types are available to select when system users enter a transaction from the back end of Neon, as shown in the example below.
For certain standard tender types, the Status also determines what payment options are available to constituents on your Neon forms.
- Activating the E-Check/ACH tender type will add the E-Check Billing Information fields to your Credit Card payment page. Set the E-Check/ACH tender type to Inactive if you do not have an E-Check/ACH Gateway configuration set up to accept this type of online payment.
- If your NeonCRM has been linked to a PayPal Standard account, then activating the PayPal tender type add the PayPal button to the bottom of your credit card payment page.
Custom Tender Types
When you create a custom tender type, it will be available for system users to select when entering a transaction into NeonCRM from the back end.
All custom tender types support the following fields: Amount, Payment Received Date, Payment Note and Status. Below is an example of the payment method page when a system user selects a custom tender type.
Edit your Card Types to display which of the four major credit cards are accepted by your organization in front and back end payment forms.
Navigate to: Global Settings > Payments & Transactions> Card Types.
To activate or deactivate a card type, toggle its status to either On or Off. Click Save to save your changes.