Managing Payment Types

Payment types allow for the creation of Payment request configurations specific to custom payment amounts and payment gateways, as well as support facility-specific settings for payment requests.

• Creating a Payment Type
• Updating a Payment Type
• Deactivating/Reactivating a Payment Type
• Updating Email/SMS/Landing Page Text for a Payment Type

Creating a Payment Type

1. Navigate to the Payment Types settings page in the Graphium dashboard.
   
   
2. Click the Create Payment Type button.
   
3. Add a Title and Description for your payment type.
4. In the Payment Gateway drop down, select the gateway you want to use for this payment type (see here to setup a payment gateway if you haven't yet).
   
   
5. Select a default payment amount for this payment type. This is the amount that is used for all payment requests by default.
   
   
6. If you want to use a different amount for each payer category (these are the categories defined on the Payer Categories page), activate the "Set Payer Category Amounts?" toggle.
   

   If you are differentiating amounts for each payer category, add an amount for each payer category. If you want to exclude the category from being charged an amount, select the "Exclude charge?" checkbox.

7. Select whether you want this payment type to be used across all facilities in your organization by checking the "Applies across all facilities" checkbox. If not, select the facilities it can be used in with the "Facilities" drop down.
8. If you want payment reminders to be sent, activate the "Send Reminders?" toggle.
   
   
   

   Set the interval you wish to send reminders for as well as the total days you want them to be sent for.

9. Click the "Create" button.
10. Your Payment Type is automatically set to Inactive when created. Click the settings button for your payment type and select the Reactivate option to activate it.
    
    

Updating a Payment Type

1. Click the Actions button for the payment type you want to update.
2. Click the Edit option.
   
   
3. Update the title/description/etc.
4. Click the Save button.

Deactivating/Reactivating a Payment Type

1. Click the Actions button for the payment type you want to deactivate/reactivate.
2. Click the Deactivate or Reactivate option.
   
   
3. Click the Deactivate/Reactivate button in the modal window to confirm the action.
   
   

Updating Email/SMS/Landing Page Text for a Payment Type

1. Click the Actions button for the payment type you want to deactivate/reactivate.
2. Click the Update Email/SMS/Landing Page Text option.
   
   
3. In the modal, update the text for the option you selected.
   
   
4. Click Save.