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License Agreement

The article presents the features available in the Premium plan of XTRF Language Business Platform. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Language Business Platform and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Administrators, Accountants



To add payment details to the invoices and other documents generated in your Home Portal, you need to add the Payment Method.

This document shows you how to add Payment Method and Payment Type in the Home Portal.

Before Reading this Tutorial

  • The steps without any marking are mandatory to perform because they ensure carrying on a proper function of the Home Portal.
  • The steps marked with the (Optional) label give you information about settings useful for you in terms of fulfilling specific requirements for your projects, but if you skip them it will have no negative effect on the function of the Home Portal.

 

I. Add a New Payment Type

Before you add a new Payment Method in your Home Portal, you need to define a Payment Type which is used in the Payment Method. There are the following Payment Types already available in the Home Portal:

  • Wire Transfer
  • PayPal
  • Skrill (Moneybookers)
  • WebMoney
  • Yandex.Dengi
  • Credit Card

You may use these defined Payment Types or add a new one. To add a Payment Type to XTRF Platform, perform the following steps:

 Sign in to the Home Portal of XTRF Platform.
 Click the  icon .
  In the accordion menu click the System Values: Advanced and then select the Payment Types.
 Click the +Add button.
 In the Name field provide a unique name for the new Payment Type. In this example the Credit Card payment is added.
 (Optional) Select the Active checkbox if this payment type should be available for use in the Home Portal.
 (Optional) Select the Preferred Item checkbox if this Payment Type should be located on the top of all drop-down menus and selection lists in your Home Portal.
 (Optional) Select the Default checkbox if this Payment Type should be used as a default one when creating a new Payment Method.
 

In the New Custom Fields field add custom fields relevant for this Payment Type. Provide the name of the field and click the Add button. The list of custom fields is displayed above the field and the order on the list reflects the order of the fields in the Home Portal. You may manage the custom fields list:

    • Click the  icon, to move the custom field up on the list.
    • Click the  icon, to move the custom field down on the list.
    • Click the icon, to remove the custom field from the list.
    • Click the icon, to add or edit localized name for this custom field.
 

Click the Save button to add the new Payment Type.

II. Add a New Payment Method

To add the Payment Method, perform the following steps:

 Sign in to the Home Portal of XTRF Platform.
  Click the icon.
  In the accordion menu click the System Values: Basic and then select the Payment Methods.
  Click the +Add button. You are redirected to the Create Payment Method display.
i. Main Data Tab

The Main Data tab contains the basic details of the payment method.

 

 From the Payment Type drop-down menu select the type for this Payment Method. For this example the Wire Transfer is selected.

Please mind that your payment selection determines the tabs display.

 In the Name field provide a unique name for the new Payment Method.
 (Optional) Select the Active checkbox if this payment method should be available for use in the Home Portal.
 (Optional) Select the Preferred Item checkbox if this method should be located on the top of all drop-down menus and selection lists in your Home Portal.
 (Optional) Select the Default checkbox if this payment method should be used as default for payments in your Home Portal.
 In the Account Owner Name provide the owner name of the bank account which is used in this payment method.
 (Optional) From the Country drop-down menu select the country where your bank account is registered.
 

(Optional) In the Address section provide the address used for the bank account registration.

 

ii. Further Account Details

The further tabs contain the rest of the payment method details. The section presents you the how to configure them based on the Wire Transfer sample.

 Proceed to the Bank Account tab.
 In the Account Number provide your bank account number.
 

(Optional) In the IBAN field provide the International Bank Account Number of your account.

The IBAN number is required to provide for international Wire Transfer payment method.

 (Optional) In the Sort Code field provide the sort code of your bank account.
 (Optional) From the Currency drop-down menu select the currency in which the stated account is held.
 (Optional) In the Bank Name provide the name of your bank.
 (Optional) From the Country drop-down menu select the country of your bank.
 (Optional) In the Address section provide the address of your bank.
 (Optional) In the SWIFT field provide the SWIFT code of your bank.
 

Click the Save button to add the payment method in your Home Portal.

Additional Codes

Proceed to the Bank Account 2 tab if for your payment you need to provide additional codes:

  • L'Associazione bancaria italiana (ABI
  • Banks and Stock Exchange Analysis Centre (CAB)
  • Control Internal Number (CIN)

Intermediary Account

If for your payment an intermediary account is needed, proceed to the Intermediary Account Data tab and provide all required data.