Biz School

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  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
        1. Uploading Inventory
        2. Downloading Orders
        3. Confirm Shipments
        4. Reconciling Payments
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchase Manager
        1. Request for Quote
        2. Purchase Order
        3. Purchase
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. Linking Your Account
        2. SMTP Configuration
        3. Creating a New Store
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
    2. Extension Settings
      1. Multi-Store Extension
      2. Service Builder - Job Templates
    3. Security
      1. Data Encryption
    4. Roles
    5. Users
    6. Maintenance
      1. Protecting Your Business Data
      2. Backing Up Your Data
      3. Restoring From a Backup
    7. Reloading and Importing Reports and Forms
    8. Using Barcode Scanners
    9. Importing and Exporting
      1. Converting from PhreeSoft Cloud and PhreeBooks5 to Bizuno for WordPress
      2. Importing Contacts – Customers and Vendors
      3. Converting from Another App
      4. Converting from PhreeBooks
  7. Advanced Topics
    1. The Bizuno Journals
    2. Working With Taxes
    3. Fixing Trail Balance is Out of Balance Errors
    4. Editing Reports and Forms
    5. Entering a Vendor Deposit
    6. Entering a Customer Deposit
  8. Tutorials
    1. Mastering Price Sheets
    2. Installing the Bizuno/WooCommerce Interface
    3. Translating Bizuno
    4. Using Bizuno for Managing Trusts
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary

Payment Settings #

Disclaimer – Payment Method updates are not guaranteed. While we do check periodically to make sure all of methods work harmoniously with the processors API, they do make changes from time to time. If you have any issues with a payment processor API, please fill out a support ticket and let us know whats going on. The more details the better.Bizuno comes standard with several payment methods. Multiple methods are allowed (and even expected) in a typical business. It is even possible to have multiple credit card processors set up and working next to each other.  Depending on the method, you may receive payments, refund customers, and reconcile with the processor. Some payment methods have advanced capabilities such as recurring payments, electronic checks, and address verification.

Payment Method Topics

Standard Methods – Typically, Bizuno will release all available methods to all users. If you use a processor that is not listed, please contact us through the support ticket system and we’ll get it on the list.

Installing Payment Methods – Payment methods may be installed through the My Business -> Settings -> Bizuno tab -> Payments Settings -> Methods tab. Once installed, remember to configure the method to your processor before processing any transactions.

Settings – Each method has it’s own settings relevent to the processor. Detailed information about each method setting can be found in the method Help page. Here are some common settings that typically appear across all methods:

  • Sort Order – Defines the sort order of the method. This determines the sequence the method appears in the pull down selection field. Lower order methods appear higher in the list. By default the lowest ordered method is selected when a new receipt is generated.
  • Reference Prefix – This field add the prefix to all payment references (pre-filled with the date in pfxYYYYMMDD format). A prefix greatly helps the reconciliation with the bank by grouping all transactions with the same reference together.

Removing a Payment Method –  Methods can be removed on the Configuration page. Removing a method only removes it from the drop down list. Any transactions involving the method will remain in the Bizuno journal database.

Payment Methods tab

The Payment Methods tab …

Installing a Payment Method

Payment Method Settings

Removing a Payment Method

Settings tab

The Payments Settings tab configures properties related primarily to the payments module. To select a category to view/edit, click on the accordion bar. The settings and definitions are described below:

General Accordion

General Settings that apply application wide and typically control application behavior.

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