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“Payment Types” determine the exact method of payment that the customer is choosing to use. “Payment Types” include “Credit Cards”, “Check by Mail”, or “Custom Payment Integrations” such as “Visa Checkout” or “PayPal Express”.In this video, I’m going to demonstrate how to setup and manage “Payment Types”. Payment types, determine the exact method of payment that the customer is choosing to use. Payment types include credit cards, check by mail, or custom payment Integrations, such as Visa checkout or PayPal express. In this video, I’m going to demonstrate how to set up and manage payment types. In the left menu, on the “SYSTEM” tab, click “Settings”, then click “Payment Types”. In the left menu, on the “SYSTEM” tab, click “Settings”, then click “Payment Types”. This is the Payment Types menu screen. In this video, we’ll discuss each section. This is the Payment Types menu screen. In this video, we’ll discuss each section. “Payment Types” are based on a Parent Catalog and Site combination, as seen here. When Sites are created, they are tied to Child Catalogs, but we can have multiple Sites using the same Catalog. This allows us to configure different “Payment Types” for each site, if applicable. Payment types are apparent catalog and site combination as seen here. When sites are created, they are tied to child catalogs, but we can have multiple sites using the same catalog. This allows us to configure different payment types for each site if applicable. Below the Parent Catalog and Site Selection, there is a bar listing all of the different sections that are within the “Payment Types” menu. Clicking on the section names will take users directly to that section. Below the Parent Catalog and Site Selection, there is a bar listing all of the different sections that are within the “Payment Types” menu. Clicking on the section names will take users directly to that section. KIBO currently supports various “Credit Card” types that may be enabled for particular implementations depending on what payments are intended for use. For instance, “Reward Points” and “Style Points” may be configured for an eCommerce retailer that offers store credit points. “Klarna”, “CrowdTwist”, and “Sezzle” are other card types that may be available for an upgraded implementation that supports those payment methods on a different storefront.The five primary “Credit Card” types that are most commonly used are: “Visa”, “American Express”, “Mastercard”, “Discover”, “JCB”, otherwise known as “Japanese Credit Bureau”, and “Other”.The “Other” category is used when a card cannot be identified as one of the other available types of cards. This can happen because of data validation issues. For example, if we import customer cards and label one “American Express” instead of “AMEX”. It can also happen because the card cannot be identified as one of the accepted types. In that case, if the “Other” type is enabled, unidentified cards will be processed using the gateway associated with the “Other” card type. Kibo currently supports various credit card types. That may be enabled for particular implementations. Depending on what payments are intended for use. For instance, reward points. And style points may be configured for an e-commerce retailer that offers store credit points. Klarna, crowdtwist and Cecil are other card types that may be available for an upgraded implementation that supports those payment methods on a different storefront? The five primary credit card. Types that are most commonly used are Visa American Express, Mastercard, Discover JCB, otherwise known as Japanese credit bureau and other The other category is used when a card cannot be identified as one of the other available types of cards. This can happen because of data validation issues. For example, if we import customer cards and label, one American Express in set of Amex, It can also happen because the card cannot be identified as one of the accepted types. In that case, if the other type is enabled, unidentified cards will be processed using the Gateway associated with the other card type To enable a specific “Credit Card” Payment Type for the selected Site, we’ll click the “Enable” checkbox on the far left. We’ll then click on the “Payment Gateway” dropdown and select the appropriate gateway for this payment type.We discussed “Payment Gateways” in a separate video. To enable a specific “Credit Card” Payment Type for the selected Site, we’ll click the “Enable” checkbox on the far left. We’ll then click on the “Payment Gateway” dropdown and select the appropriate gateway for this payment type. We discussed “Payment Gateways” in a separate video. Lastly, for the “Credit Cards” Payment Types, we’ll need to specify our preferred “Order Processing” behavior.“Authorize and Capture on Order Placement” means the authorization and capture both occur when the order is placed, where “Authorize on Order Placement and Capture on Order Shipment” means the authorization occurs when the order is placed, but the payment capture occurs when the order is shipped.If we choose “Authorize on Order Placement and Capture on Order Shipment”, we can also further define where capture happens using the “Auto Capture” and “Flexible Auto Capture” features in the “Site” settings of the “General Settings” menu. We discussed General “Site” settings in a separate video. Lastly, for the “Credit Cards” Payment Types, we’ll need to specify our preferred “Order Processing” behavior. “Authorize and Capture on Order Placement” means the authorization and capture both occur when the order is placed, where “Authorize on Order Placement and Capture on Order Shipment” means the authorization occurs when the order is placed, but the payment capture occurs when the order is shipped. If we choose “Authorize on Order Placement and Capture on Order Shipment”, we can also further define where capture happens using the “Auto Capture” and “Flexible Auto Capture” features in the “Site” settings of the “General Settings” menu. We discussed General “Site” settings in a separate video. If “Apple Pay” or “Google Pay” are enabled as a Third Party Payment, they will be listed and configured in this section. If “Apple Pay” or “Google Pay” are enabled as a Third Party Payment, they will be listed and configured in this section. KIBO can connect to third-party gift card gateways in the same way as credit cards. In the “Gift Cards” section, we’ll click to “Enable” the “Gift Card” card type, then select the appropriate “Payment Gateway”. KIBO can connect to third-party gift card gateways in the same way as credit cards. In the “Gift Cards” section, we’ll click to “Enable” the “Gift Card” card type, then select the appropriate “Payment Gateway”. In “Refund/Credit Setting”, we’ll click “Refund/Credit On New Gift Card” to generate new gift cards when performing a refund or credit, or click “Refund/Credit On Existing Gift Card” to refund or credit back to the gift card used to pay for the order, if applicable. In “Refund/Credit Setting”, we’ll click “Refund/Credit On New Gift Card” to generate new gift cards when performing a refund or credit, or click “Refund/Credit On Existing Gift Card” to refund or credit back to the gift card used to pay for the order, if applicable. Similar to Credit Cards, in “Order Processing”, we’ll click “Redeem Gift Card on Order Submit” to authorize and capture gift cards on order placement, or click “Redeem Gift Card upon Fulfillment” to authorize gift cards on order placement and capture when the order is shipped. Similar to Credit Cards, in “Order Processing”, we’ll click “Redeem Gift Card on Order Submit” to authorize and capture gift cards on order placement, or click “Redeem Gift Card upon Fulfillment” to authorize gift cards on order placement and capture when the order is shipped. We can authorize “Checks by Mail” as a valid Payment Type for this Site by clicking the “Enable” checkbox next to “Accept check by mail. We can authorize “Checks by Mail” as a valid Payment Type for this Site by clicking the “Enable” checkbox next to “Accept check by mail. “Purchase Orders” can be enabled as a valid Payment Type, and custom “Payment Terms” can be added for each Site. To enable “Purchase Orders”, click the “Enable” checkbox in the “Purchase Order” section.Important Note - the payment method must be enabled on an individual customer account in addition to the Site. Purchase orders can be enabled as a valid payment type, and custom payment terms can be added for each site. To enable purchase orders, click the enable checkbox in the purchase order section. Important note, the payment method must be enabled on an individual customer account. In addition to the site, To add additional “Payment Terms” that we want to make available to shoppers, we’ll type in the new terms in this section, and then press “Enter” to add to the list. To add additional “Payment Terms” that we want to make available to shoppers, we’ll type in the new terms in this section, and then press “Enter” to add to the list. We can reorder the list of “Payment Terms” by clicking and dragging the grabber bar on the left of the term to where we want it. We can reorder the list of “Payment Terms” by clicking and dragging the grabber bar on the left of the term to where we want it. By clicking the “Ellipses” on the right of a “Payment Term”, we can also reorder the list, “Remove” the term, or “Remove All” terms. By clicking the “Ellipses” on the right of a “Payment Term”, we can also reorder the list, “Remove” the term, or “Remove All” terms. “Custom Text Fields” allow users to capture additional information from the shopper on the checkout page when “Purchase Order” is used as the payment method. The label entered will be the label for the text fields displayed on the Storefront and in the Admin UI. “Custom Text Fields” allow users to capture additional information from the shopper on the checkout page when “Purchase Order” is used as the payment method. The label entered will be the label for the text fields displayed on the Storefront and in the Admin UI. Similar to “Payment Terms”, by clicking the “Ellipses” on the right of a “Custom Text Field”, we can reorder the list, “Remove” the text field, or “Remove All” text fields. Similar to “Payment Terms”, by clicking the “Ellipses” on the right of a “Custom Text Field”, we can reorder the list, “Remove” the text field, or “Remove All” text fields. If custom payment integrations such as “Visa Checkout”, “PayPal Express”, or “Pay With Amazon” are installed on our KIBO tenant, then they will appear as additional sections of the page.These forms may vary depending on the payment type. For instance, “Visa Checkout” only requires a “Client ID”, “API Key”, and “Shared Secret” for authentication purposes. If custom payment integration such as Visa checkout, PayPal express or pay with Amazon or installed on our kibo tenant, then they will appear as additional sections of the page. These forms may vary depending on the payment type, for instance, Visa, check out only requires a client ID, API key and shared secret for authentication purposes. However, “PayPal Express 2” requires users to select whether to enable it on your “Production” or “Sandbox” Environment, and provide a PayPal “Username” and “Password” in addition to a “Signature”, “Merchant Account ID”, and “Order Processing” behavior, which is the same as the order processing option used for Credit Cards. However, “PayPal Express 2” requires users to select whether to enable it on your “Production” or “Sandbox” Environment, and provide a PayPal “Username” and “Password” in addition to a “Signature”, “Merchant Account ID”, and “Order Processing” behavior, which is the same as the order processing option used for Credit Cards. When we have configured all “Payment Type” fields for this Site, we’ll click “Save”. When we have configured all “Payment Type” fields for this Site, we’ll click “Save”.

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