# Payment, Wallet and Tax Management

# Description

This document outlines the procedures for managing payment methods, wallet settings, and tax management within the Configuration module.

# Manage Payment Methods

1. Access Payment Method Section

• Navigate to the Payment Method section in the Configuration module.

2. Initiate Addition of New Payment Method

• Click the "Add New Method" button.

3. Fill Required Information

• Complete all mandatory fields with the necessary information for the payment method.

4. Select Payment Processor

• Choose the appropriate payment processor. Each processor has specific accepted applications:
  • Cash Processor: Top-up Kiosk, POS
  • E-wallet Processor: Top-up Kiosk, POS, Go app, Customer Portal, SOK
  • NETS Terminal Processor: Top-up Kiosk, POS, SOK. Note: NETS Family Car must be provided
  • Stripe Processor: Top-up Kiosk, Customer Portal. Note: API key must be provided
  • Stripe Connect Standard Processor: Top-up Kiosk, Customer Portal
  • SB processor: POS Note: When Smart Buddy Processor is selected. The Extra Configuration display for "School Code" Input. This will be entered the correct school code from Caleb system.

5. Toggle the Status On

• Activate the payment method by toggling the status to "On."

6. Click Create Button to Finish

• Finalize the setup by clicking the Create button.

7. Actions per Status:

• Active: Options are View, Edit, Disable, and Delete.
  • Click the "Disable" button in the three-dot menu and confirm by clicking the "Disable" button in the confirmation dialog.
• Disable: Options are View, Edit, Activate, and Delete.
  • Click the "Activate" button in the three-dot menu and confirm by clicking the "Activate" button in the confirmation dialog.

8. Accessing Stripe Connect Standard Processor

• For the Stripe Connect Standard Processor, click the View button in the three-dot menu of the created payment method to access transaction details.

9. Click Connect Button to Navigate to Stripe

• Click the Connect button to be redirected to the Stripe platform.

10. Enter Email Address to Create Stripe Account

• Provide the required email address to initiate the creation of a new Stripe account.

11. Follow Registration Steps of Stripe

• Complete the registration process as prompted by Stripe.

12. Login to Stripe

• Access your Stripe account by logging in with your credentials.

13. Access Transactions to View History

• Navigate to the Transactions section to review the transaction history.

# Configure Wallet Settings

1. Access Wallet Settings Section

• Navigate to the Wallet Settings section in the Configuration module.

2. Adjust Wallet Fields

• Modify related fields, including:
  • Minimum Top-up Amount
  • Maximum Top-up Amount
  • Preset Amount

3. Delete Preset Amounts (if necessary)

• Click the Delete button next to each preset amount if applicable.

4. Offline Configuration

• Enter the amount of Daily Spending Limit for Each Customer when making payment with Wallet in Offline mode. Note: Exceeding this limit, the payment cannot be processed.

5. Save Wallet Settings

• Click the Save button to finalize your changes.

# Manage Taxes

1. Access Tax Management Section

• Navigate to the Tax Management section in the Configuration module.

2. Initiate Addition of New Tax

• Click the "Add New Tax" button.

3. Enter Tax Information

• Fill in the required information and check the checkboxes for the following options:
  • Enabled
  • Include in Price

4. Finalize Tax Creation

• Click the "Create" button to complete the tax addition.

5. Manage Existing Taxes

• Click on View, Edit, or Delete in the three-dot menu for each tax as needed.

# Conclusion

This document provides a structured approach for managing payment methods, wallet settings, and tax configurations within the Configuration module, ensuring efficient financial operations and compliance.

# Screen flow

# Payment method

For the Stripe Connect Standard Processor

# Wallet

# Tax management