Custom payment methods
Custom payment methods allow you to store payments in the FinDock data model that are not collected through FinDock. These custom payment methods allow you to store one-time and recurring payments, both historical and new.
The payment data for custom payment methods is added to FinDock through file-based reconciliation. Installments with custom payment methods are not processed by FinDock. They are excluded from payment and mandate schedules and not included in payment request generation nor the Payment API.
Add custom payment methods
To add a custom payment method:
- Launch the FinDock app and click the FinDock Setup tab.
- Go to Payment Processors & Methods.
- Under Installed Processors, click the Custom payment methods tab.
- Click + Add and enter a name for the custom payment method.
- Click the Active toggle to activate the new method and click Save.
Edit custom payment methods
To edit or delete a custom payment method, you need to first deactivate it first. Once deactivated, you can edit or delete the custom payment method.
Deleting removes the custom payment method from your FinDock configuration, but the value remains on any existing records.
- Launch the FinDock app and click the FinDock Setup tab.
- Go to Payment Processors & Methods.
- Under Installed Processors, click the Custom payment methods tab.
- Click Edit icon next to the custom payment method.
- Click the Active toggle to deactivate the method.
- Go back to the now disabled method and edit or delete as needed.