Here you can set up payment methods for your resellers and direct customers.
Go to the Settings menu and click Payment methods in the left-hand navigation bar. Click Create if you would like to add a new payment method.
Then:
Enter the payment method name, which will be visible to your clients and resellers
Select the payment type:
Wire transfer
Cash
Payment by card*
Set who this payment method should be available to:
everyone
individual clients only
agents only
fleet managers only
Select the vessel(s) for which this payment method should be available
Specify the company’s registered address, contact details, and bank details, if applicable, for invoicing purposes
Add any additional details or terms you would like to include in the invoice
Click Save
Based on the settings above, the system will generate a PDF file which can be used by your customers when arranging a payment.
*Online payment methods are available on request only and require additional integration, please contact us for details.