Customer Payment Accounts
Use customer payment accounts to process payments resulting from orders or the use of contracts. The Nitrobox Webportal allows you to create payment accounts for your customers with just a few clicks. This way you can easily charge your customers, make refunds or payouts to them.
To add a payment account to a customer, navigate to: Billing > Customers > Customer Overview
Select the customer entry you want to edit from the overview. Click the "Details" button at the end of the line to open the customer details page.
Now, you are on the customer details page. You can add the payment account by opening the Customer Payment Account tab at the bottom of the page.
Fill in the data fields such as name, account holder name, payment method and payment provider reference. Select the payment method (direct debit, credit card, Paypal etc.) you want to add from the drop-down menu.
Enter the account creation date and select the merchant payment gateway.
Click the "Save" button to save the payment account or "Discard" to cancel the action.
Data field explanations
Since not all fields are self-explanatory, here is some more info on them:
Payment method reference
An external reference to identify the authorization or mandate of the payment method at the payment provider. This field is optional.
Payment provider reference
An external reference for the payment provider to identify the customer. When a payment intent for a customer's order or contract is called, this reference is used in a third-party system to identify the correct customer.
Account creation date
The date when the payment account was created at the payment provider. Required, e.g., for some external mandate management in the SEPA environment.
Merchant payment gateway
A unique external reference to identify the merchant payment account that is associated with this account.
Click “Save” to add the new payment account. It will be listed in the billing data section “Payment accounts”. If you want to cancel instead of save the new payment account, click “Discard” and the window will close.
Set up PSP integrations
GoCardless
To make customer payment accounts work with our GoCardless integration, you have to provide the customer information as listed below:
NBX | GoCardless |
---|---|
Payment Method Reference | Mandate Id |
Payment Provider Reference | Customer Id |
Updated 15 days ago