Organization Management: Configure customer Payment settings

Payment settings include:

1. Configure the payment method of the customer
2. The amount of the auto top-up invoice
3. The threshold to trigger a top-up invoice
4. Enable/Disable trigger auto top-up

In order to configure it, please follow the step below:

1. Go to the Finance app
2. Choose the Organization Management tab
3. Click the Clock icon
4. Adjust the settings: 
   • Payment method:
     • Cheque or Telegraphic Transfer: allows the system to auto-trigger an invoice to the customer when their credit reaches the limit threshold
     • Online payment by Stripe: appears when customer tops up via credit card.
       • Trigger Amount and Limit Threshold are configured during the online top-up process. You cannot change them here.
     • Issue from your master account: This method allows the partner to auto issue credit from their wallet to their customer’s wallet
   • Trigger Amount: the amount of the top-up invoice sent to the customer
   • Limit Threshold: when the customer’s wallet reaches this limit, the system will trigger a top-up invoice.
   • Enable/Disable Auto-trigger
5. Save changes

Note:

As a security policy, the system triggers auto issue credits ONE time in a day. => Please increase the field Trigger Amount accordingly to the usage of the customer.