Overview
This article explains how to set and manage your default order and payment settings in Aryeo. You’ll learn how to configure your payment gateway, adjust currency and payment options, and set up automated payment reminders.
Accessing Your Order & Payment Settings
Navigate to Settings, under More in the left-hand navigation menu.
Scroll down and click on Orders and Payments.
Enable Payments / Hide Pricing
When payments are enabled, your customers will be able to download invoices and pay for orders via your Aryeo customer portal. When disabled, all references to payments and invoicing will be removed and you will be unable to edit billing settings or grant credits to customers.
When pricing is hidden, Aryeo will not display any price information on orders or listings. Pricing must be visible when payments are enabled.
Payment Gateway
Choose the payment processor your business will use by default when customers go to pay. Aryeo currently supports:
Stripe
Square
Note: In order to set a default payment gateway, you will first need to enable the Stripe or Square integration via the Aryeo App Store.
Currency
Set the currency you'd like to use for all customer payments:
Select your preferred currency from the dropdown menu.
If your currency isn’t listed, email us at [email protected] and we’ll help you get it added.
Payment Settings
Customize how customers interact with your payment system:
Accept Customer Payments via Aryeo: Allow customers to pay for their orders online through Aryeo.
Allow Payments Before Orders Are Fulfilled: Customers can pay for an order as soon as there's a balance, even if the order isn’t completed yet.
Enable Tip Collection: Give customers the option to leave a tip when they make a payment.
Enabling this setting will display an additional setting to expand the tip amounts. This is useful if you want to encourage tipping.
Tip Collection Enabled | Tip Collection Expanded |
Order Cancellation & Refunds
Allow customers to cancel orders and charge late cancellation fees:
Allow customers to cancel orders and order items: This setting will allow customers to cancel orders and order items themselves. When this setting is enabled, you will be able to set a cancellation period in hours before the appointment that cancellations are allowed.
Issue automatic refund when an order is canceled: When enabled, orders will be automatically refunded when canceled by either the company or the customer.
Payment Reminder Settings
Keep your billing process on track by enabling the following automated reminders:
Send payment reminder to Billing Customer when order is fulfilled: This sends a notification to the Billing Customer when the order is marked as complete.
Send payment reminder for overdue invoices: Notify customers when an invoice becomes overdue.
Days after order fulfillment: Set the number of days after fulfillment when the invoice should be considered overdue and the reminder sent.
Invoice Settings
Notes included within Invoice Settings will appear on PDF invoices that customers can download.
FAQs
Q: Can I use different payment processors for different customers?
A: Only one default processor (Stripe or Square) can be set per account, but you can manually mark an order as paid if you collect payment outside of Aryeo, for example by Venmo, cash or check, etc.
Q: Can I integrate with a payment processor other than Square or Stripe?
A: At this time, Square and Stripe are the only in-app payment processors that Aryeo supports.
Q: What happens if I change the default currency?
A: The updated currency will apply to new orders. Existing orders will retain the currency set at the time of order creation.
Q: Are tips required or optional?
A: Tips are always optional for the customer. The option to tip will only appear to the customer if the setting is turned on.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!