As an admin you can add payment methods for users in the Rydoo account. Users can also add their own personal payment method. Payment methods can be a personal or company payment method, reimbursable or not.
There are two ways to add payment methods as an Admin:
- Add a payment method manually
- Import payment methods
In this article, we will explain how to add payment methods manually as an Admin:
1. Go to Admin settings.
2. Go to Payment methods page.
3. Click Import.
4. A pop-up box will appear. Click .xlsx template to download the template.
5. Fill out the required columns. When done, save the file.
|
Field Name |
Description |
|
Username |
Enter the email address of the user to where the payment method will be assigned to. |
|
Payment Method |
Enter the payment method type in the following format:
|
|
Card Number |
Enter the full card number. |
|
Name |
Enter your desired payment method name. This is the name that will show in Paid With field. |
|
Active |
Enter 1 if Active; 0 if Inactive |
|
Ownership |
Enter the ownership of the card to either:
|
NOTE: To prevent errors, please keep the template as it is. Do NOT rearrange the columns, re-name headers, or change the file to another excel format.
6. Now upload the filled-in file by clicking the +.