In OCS.io, Payment Method refers to the different ways in which a customer can make a payment. Users can configure the list of available Payment Methods in the system, and these methods are often used by OCS.io implemented Revenue Management processes related to payment processing.

Examples of Payment Methods configured in OCS.io include Bank Transfer, Direct Debit, Credit Card, and PayPal, among others. The Payment Method a customer selects will determine the specific steps and processes involved in the payment processing.

The configuration of Payment Methods in OCS.io is typically done based on each organization’s specific needs and requirements, taking into account factors such as local regulations, customer preferences, and available payment channels.

To configure Payment Methods, follow these steps:

  1. Access the Integration Configuration perspective in your system’s user interface.

  2. Select the Revenue Management  Payment Methods.

  3. Click on the + (New) button to create a new payment method.

  4. Fill in the required information in the form:

Item Description

Name

Enter the name of the Payment Method.

Description

Optionally, enter the description of the Payment Method.

Code

Enter the code of the Payment Method. This code is used for integrating purposes and may not be changed later.

Direct Debit

If checked, Payment Method is considered as Direct Debit and payment will be withdrawn automatically from Payer’s Bank Account.
Configure Payment Method