Blank Payment Methods

In some circumstances, an order may download into Tradebox with a blank payment method. Typically this is because 3rd party modules that are involved in the creation of an order don’t populate the payment method field. The impact of this is that an order in Tradebox can be placed in Query for ‘payment method mapping‘ issues and require the user to manually allocate the payment method in the order before it will post.

To prevent this occurring, go into the Sales Channel and tick the box entitled, “Use Payment Method Placeholder“. This will generate a payment method of “NOT PROVIDED” against every order with a blank payment method which can then be mapped to a bank in your accounts software and prevent the manual task of adjusting each order.

To Map the payment method, “NOT PROVIDED”, Click on your Accounts tab in the channel settings (SAGE 50 or XERO), then go to either the RECEIPTS tab or PAYMENTS tab (depending upon whether you are integrated with Sage 50 or Xero) and map the “NOT PROVIDED” payment method to a bank account and choose save.