Difference between revisions of "Payment Integration"

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[[Image:PaymentFieldMappingTab.png|500px|link=]]
 
[[Image:PaymentFieldMappingTab.png|500px|link=]]
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The ''Payment Field Mapping'' screen will be displayed:
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[[Image:PaymentFieldMappingScreen.png|500px|link=]]
  
 
[[Category:Integration]]
 
[[Category:Integration]]

Revision as of 15:24, 3 December 2014

SmartSimple allows system administrators to configure certain Types to be used as payments, in order to integrate information from accounting software such as QuickBooksTM.

Configuration

This feature is configured on the Type Settings page. In this example, a Level 2 type called "Payments" will be used to integrate with an external instance of QuickBooks.

Select the Is Payment option from the Type Settings page and hit Save:

EditTypePageIsPayment.png

The Payment Field Mapping tab will appear at the top of the page:

PaymentFieldMappingTab.png

The Payment Field Mapping screen will be displayed:

PaymentFieldMappingScreen.png