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How do I create/edit payment profiles in PT-X?

If you are the company system administrator, new payment profiles can be created or existing payment profiles edited by navigating to:

  • Settings tab
  • Payment profiles
  • Select ‘New Payment Profile’ or click on the profile name you wish to amend.

You will be presented with three menus:

  • General
  • Banking details
  • File Import

All fields are editable in these menus with the exception of transmission type.  Should a new Service User Number be required or the transmission type edited, then please contact Bottomline technical team on 0118 925 8250 or email emea-support@bottomline.com

Please note: If the payment profile is to be associated with a ‘Collection’ profile, the file import tab should be set to Manual Entry.

We strongly recommend speaking to a Bottomline engineer before making changes to the mapping template.

 

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