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Manage Facility Payment Methods

Manage Facility Payment Methods. Purpose. Enable or disable the payment methods a facility accepts in Flourish Web. Only enable methods the facility is prepared and authorized to accept — third-party…

Manage Facility Payment Methods

Purpose

Enable or disable the payment methods a facility accepts in Flourish Web. Only enable methods the facility is prepared and authorized to accept — third-party methods can require provider onboarding, credentials, hardware, and approval outside Flourish.

Enable or Disable a Payment Method
  1. In Flourish Web, go to Settings > Facilities.
  2. Select the facility.
  3. Go to Payment Methods.
  4. Select Edit.
  5. Enable or disable the applicable method.
  6. Review any method-specific settings, including whether the method can be used for returns.
  7. Select Save.
Payment Method Types

Type

Use

Cash

Record cash accepted at checkout.

CanPay

Record a supported CanPay ACH payment.

Check

Record a check payment.

Gift Card

Record a supported gift-card payment.

Credit

Apply the customer's available account credit to a purchase. Distinct from Credit Card.

Credit Issued

Legacy or configuration-specific method for issuing customer credit. Review the account-credit setup below.

Credit Card or Debit Card

Record an external, non-integrated card payment when enabled for the facility.

Point of Banking

Record a supported integrated provider transaction. Provider onboarding and a paired terminal may be required.

POB Manual

Record an external, non-integrated Point of Banking transaction when enabled.

AeroPay Manual

Record a manually verified AeroPay transaction when enabled.

Spendr

Record a supported Spendr mobile payment.

Wire

Record a configured business-to-business wire payment

Configure Customer Account Credit

Enable Credit, allow it as a return refund method, and disable Credit Issued. Confirm this configuration with the payment owner before applying it to an existing facility.

Before Using an Integrated Method
  1. Complete provider onboarding.
  2. Configure the provider-specific payment method.
  3. Add and pair a payment terminal when required.
  4. Run a controlled test using the provider's approved process.
  5. Confirm reporting, void, refund, and reconciliation procedures.

How did we do?

Configure and Manage a Reverse Sync User

Facility Tag Settings

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