Configure your payment settings

Phasio enhances your business operations by offering integrated online payment capabilities through the Phasio Storefront. This seamless checkout experience allows customers to complete their entire purchase journey in a single browser session—boosting both conversion rates and customer satisfaction.

Connect your preferred payment provider

1. Navigate to Finances from the main sidebar, and select Payments.
2. In the Payment Provider section, choose your preferred payment processor from the dropdown list of supported providers.
3. Click Register to accept payments to begin the integration. You will be securely redirected to your selected provider’s website to complete their registration and verification process.

Accept payments

1. Currency: Select your primary operating currency for accepting orders and payments.

   ⚠️ Multi-currency support is currently in development. Once available, it will enable you to accept multiple currencies within a single Storefront.

2. Enable Tax ID: Enable the Tax ID feature to allow business customers to enter their tax identification information during checkout. This supports accurate tax documentation and compliance.

3. Round price to whole number: Activate to automatically round prices to the nearest whole number when generating customer quotes and processing orders.

4. Payment via invoice: Activate to offer customers the flexibility to complete payment after successful delivery of parts and receipt of a formal invoice.

5. Payment via purchase order: Activate to allow corporate customers to upload official purchase order documentation during checkout.

6. Order Amount Limitations:

   • Minimum Order Amount: Set a threshold in your selected currency to ensure only orders above a certain value are accepted.
   • Maximum Order Amount: Define an upper limit for transaction size to manage risk.

Banking info

Enter your complete banking details including IBAN, SWIFT/BIC codes, and other relevant financial institution information.

This banking information will be automatically displayed on all customer-facing financial documents including quotes, invoices, and order confirmations.

Transaction numbering

Implement a structured, professional document identification system by customizing the alphanumeric formats used in your business documentation.

1. Custom Prefix Configuration: Define unique, recognizable prefixes for your orders and quotes (e.g., "QT" for quotes, "ORD" for orders) to support easy categorization and retrieval.
2. Sequential Numbering Format: Specify the numeric format to ensure documents are chronologically organized and easy to track.

This customized transaction numbering system enhances the professional appearance of customer communications and simplifies internal tracking and financial record-keeping.