How to Use Payment Attributes
The Farmigo system will allow you to accept Electronic Checks (US only), Credit Cards, Paypal, Paper Check, and Cash once you set-up accounts with the necessary payment processors. You can also use the payment method "Other" to allow members to sign-up using the sign-up wizard and then make a payment to you outside of the system that you can record in the dashboard. The Other payment method is most commonly used for EBT/Snap Payments and Interac Transfer (Canada).
Click here to learn more about accepting EBT Payments.
To set-up the Other Payment Method go to Settings --> Advanced --> Payment --> Payment Attributes
Click here to learn more about accepting EBT Payments.
To set-up the Other Payment Method go to Settings --> Advanced --> Payment --> Payment Attributes
Enabling the Other Payment Method
Click edit in the right hand corner, then enter to Other Payment Method Title and Other Payment Method Description and save your changes. Include instructions of how the member will make the alternate payment, who they should contact, etc.
Click edit in the right hand corner, then enter to Other Payment Method Title and Other Payment Method Description and save your changes. Include instructions of how the member will make the alternate payment, who they should contact, etc.
Add "Other" to the Sign-up Process
The Other payment method is compatible with all payment plans except Debit on Delivery. To set-up an alternate payment that is compatible with debit on delivery see below on editing the payment label for the Cash payment method. Once you have entered the information for the Other Payment method, you can add it to the sign-up payment methods tab.
Go to Settings --> Advanced --> Payment --> Sign-up Payment Methods
Click edit in the right hand corner, then drag Other from Available to Selected in the order you would like it to appear, the press save.
The Other payment method is compatible with all payment plans except Debit on Delivery. To set-up an alternate payment that is compatible with debit on delivery see below on editing the payment label for the Cash payment method. Once you have entered the information for the Other Payment method, you can add it to the sign-up payment methods tab.
Go to Settings --> Advanced --> Payment --> Sign-up Payment Methods
Click edit in the right hand corner, then drag Other from Available to Selected in the order you would like it to appear, the press save.
Using the Cash Payment Label for Alternate Payments
If you would like to use an alternate payment method with debit on delivery, you can use the Cash Payment method to designate this method. You can also use this payment label if you'd like to offer more than one alternate payment method.
To edit the Cash payment label go to Settings --> Advanced --> Payment
Click edit in the right hand corner, enter the text you would like to use, and then save changes.
To edit the Cash payment label go to Settings --> Advanced --> Payment
Click edit in the right hand corner, enter the text you would like to use, and then save changes.
Add "Cash" to the Sign-up Process
Settings --> Advanced --> Payment --> Sign-up Payment Methods
Click edit in the right hand corner, then drag Other from Available to Selected in the order you would like it to appear, the press save. The system will show the cash payment with the text you have entered in the field instead of the title Cash.
Settings --> Advanced --> Payment --> Sign-up Payment Methods
Click edit in the right hand corner, then drag Other from Available to Selected in the order you would like it to appear, the press save. The system will show the cash payment with the text you have entered in the field instead of the title Cash.
How to track and record "Other" payments
When a member first signs up and selects the Other payment method, an Internal Pending payment will be posted to their account.
This will help you identify new sign-ups that you need to contact regarding other payments. Once you follow up with the member to confirm that they will be paying with the alternative method, we recommend taking the following steps:
This will help you identify new sign-ups that you need to contact regarding other payments. Once you follow up with the member to confirm that they will be paying with the alternative method, we recommend taking the following steps:
- Delete the Pending Internal payment
- Go to the Order tab of the member’s file and add a note to the Sign Up Comments field to indicate that they will be paying by the alternate method at pick-up. This will allow you review who will be paying with an alternate method using the Labels report (CSV output) or Distribution report.
- 3. Each time that the member makes payment, open up the Payment tab of the member’s file and add a payment with the payment type of “Terminal”.