Add/Edit Payment Methods

The Payments tab in the Billing Config category on the System Settings screen allows you to define various payment method options in your database, along with any fees associated. 

For more information about configuring payments in Rev.io Billing, see the Payment Methods category in the Rev.io Billing Help Center.

Each field on the New Payment Method screen is defined below.

No.LabelDefinition
Payment Information
1DescriptionDescription of the payment method.
2TypeClick to select the type of payment method. Type options include Credit Card, ACH/EFT, and Manual.
Payment Fee
3DescriptionDescription of the fee applied to the payment method.
4AmountAmount of the fee applied to the payment method.
5TypeType of fee applied to the payment method. Type options include Flat Rate and Percentage.
6Apply Fee to Auto PayClick to select whether the fee is also applied to qualifying payments made through the Auto Pay queue. By default, Rev.io does not apply fees to any payment made via the Auto Pay queue. 

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