Payment Settings (if available)

Use this tab to change receipt options and create/manage your payment methods. Please note that the business name and user account password are prerequisites for setting up a Bambora/Paypal account.

Payment Receipt Options

Show Item Code column: This option shows/hides the item code column from printed receipts.
Show Discount column: This option shows/hides the discount column from printed receipts.

Receipt Numbering

Number Prefix (optional)

The receipt number prefix is optional. You can enter digits or characters to be used in front of any receipt number.

Number

This is the current receipt number. It increases every time you record a new receipt.

Comments

Text entered here will appear at the bottom of the receipt printout or pdf. Choose an alignment and font size for the text.

Bambora Account (if available)

This section allows users to integrate Brisk Invoicing with Bambora using their credentials. Note that changes made from Brisk Invoicing will reflect in Bambora's back office but not the other way around.

Setup Online Payment

This button will open the Bambora's new merchant sign up page. Brisk Invoicing partners with Bambora. Bambora Payment Processing is a Level 1 PCI-Certified (the highest level) to process, store and transmit credit card information. In order for you to receive payments, you will need a merchant account. A merchant account is a holding account that ensures there is enough funds for your customer to complete the transaction. To create a merchant account, just follow Bambora's simple signup wizard in the link opened for you.

Merchant ID: This is the nine-digit Merchant identification number assigned by Bambora. Required.
Hash Key: This is the security hash key assigned by Bambora. Look under the Bambora back office's Administration > Account Settings > Order Settings > Security/Authentication. Required.
API Passcode: This is the API access passcode found under the Bambora back office's Administration > Account Settings > Order Settings Security/Authentication. Required if you did not setup your Bambora account under Brisk Invoicing.
Country and Currency: This is the country and currency chosen for this Merchant during account setup. Required if you did not setup your Bambora account under Brisk Invoicing.

Stripe Account

Press the "Setup Stripe Invoice Payments" button to set up an account with Stripe to receive payments.

Paypal Account

The following credentials are required for Paypal, either:

Paypal Email - This is the email address you use to login to paypal.

Or:

Client ID - This is the Account's ID assigned by Paypal.
Secret - This is the Account's Secret assigned by Paypal. Login to your Paypal's account and look under Accounts > Apps.

Payment Table

The table contains the list of all the payment methods.

Delete: Permanently delete this payment method, and remove from the list.

New Payment Method button

Click on the New Payment Method button to open the New Payment Method window.

Payment Name: Enter the new payment method name*.

Create Payment Method

Click this button to record the new payment method.

Left menu bar

Click here to open help manual for the left menu bar.

* "Paypal" and "Online Payment" are reserved keywords for Paypal and Bambora transactions respectively.