DesignPay Settings

When your DesignPay account has been confirmed, you can adjust the settings.

To do this, go to the navigation bar on the left, click on Accounts Receivable, click on DesignPay and then click on the Settings tab.

Payment Type: select the payment type that online payments are posted to.

Status Emails: Design Manager will email you after each client payment has been processed online. Enter the email address you wish to have receive this notice.

Payments Allowed: You can select which payments you want to accept and can also choose to charge the payment processing fees to the client.

Tax Settings: If you are charging the payment fees to your clients, you can designate whether or not that service is Taxable and, if so, which Component Type (Merchandise, Design Fee, etc.) should be used when doing so for the proper rate. It is recommended that you consult with your sales tax professional to determine these options. The Sales Category for Fees is required when charging the fees back to the client and defines which Sales Category will be applied to the Item for invoicing the payment fee and determines the associated Revenue and Cost of Goods Sold Accounts to record the transaction. Payment Convenience Fees has already been selected.

If you make any changes to the settings, click on Save.