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Summary here
Payment Processors
Payment processors identify the channels used for payment processing. They help finance users distinguish how a payment is handled, routed, reconciled, or reported.
Screenshot: Payment Processors list view
Fields
| Field | Meaning |
|---|---|
| Processor Code | The short identifier for the processor. |
| Processor Name | The display name used in payment workflows. |
| Company | The company that can use the processor. |
| Settlement Account | The account used when processor activity is settled or reconciled. |
| Status | Indicates whether the processor can be selected in payment workflows. |
HowTo
- Open Finance.
- Select Setup.
- Open Payment Processors.
- Create or edit the processor record.
- Confirm account mapping and status before using it in live payment workflows.
Screenshot: Payment Processor create or edit form
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