Configuration Tasks for Payment Vendors

The following sections list the additional configuration tasks needed to support an external payment vendor.

External Payment Report Task Type

Create a service task type to use when a payment in the reconciliation report for an external vendor is not found.

External Vendor Extendable Lookup

Create a payment vendor extendable lookup record for the external vendor that is used by the self service application.

If the vendor supports a reconciliation report, check the Reconciliation Required checkbox and fill in the remaining detail.