Configuration

Configuration


Approval settings

Under ‘Approval settings’, you can determine whether certain activities need additional approval. Open a new screen by clicking on an activity and enter the settings.

Approvals can be set for the following:
Batch import (Plaza) Interface for batch file handling
Batch import (SFTP) Interface for automated file handling
Payment order Payout as a deduction of the account balance
Refund Refund of the payments
Type of Approvals:
Number of required approvals Number of users who have to approve the action
Requestor can approve Allow the requestor to approve as well (Y/N)
Send e-mail at request Send an email on pending approval (Y/N)
Send email if denied Should an email be sent after rejection? (Y/N)
Use approvals for tests? Should test transactions be approved? (Y/N)
Threshold The threshold (in EUR) above which approvals will be necessary

Credit Management

If you’ve purchased the Credit Management module, this menu will be displayed. Here you can set up different reminder schemes for the various websites.
On the left side, you’ll see the overview of the existing Credit Management schemes. These schemes can only be used for the website they are linked to. A scheme is always linked to just one single website. A website on the other hand can be linked to several schemes.

Click on ‘Add new scheme’ to create a new scheme. On the right, a dropdown menu will appear. Here you can select which website you want to link this scheme to.

There are several options to choose from.

Possible actions

Modify: Here you can modify a Credit Management scheme.

Duplicate: Here you can duplicate a scheme.

Delete: Here you can delete a scheme.


Execute failed direct debits again before the due date of the invoice: You can execute a SEPA direct debit again in case the first attempt failed. But only before the due date of the invoice.
Send payment request on invoice date: If the invoice hasn’t been paid yet on the invoice date, you can send a PayPerEmail containing a payment link.
If a transaction failed, send a payment request before the due date: If the invoice has not been paid on the due date, and the original payment failed, you can send a PayPerEmail containing a payment link.
Accept invoices from which the due date has expired: Normally, only future invoices are accepted. This option allows you to accept expired invoices as well. It is not possible to combine these with payment requests.

Add an invoice specification to each email: If you’ve purchased the Billing module, you can add an invoice specification to each email. With this option, you can create a PDF invoice which can be added to all payment reminders.

Once you’ve chosen (one of) the options above, it is possible to create a reminder scheme. The first activity will take place after a specified number of days following the due date of the invoice.

There are several options for each action. Under ‘Reminder’, you can send a reminder, add administration costs, send the invoice to a debt collection agency, introduce a threshold or stop the subscription. The latter option is only possible if you’ve purchased the Subscription module.

By selecting ‘Reminder’, you can select the preset channel . The options are email, text message or a letter. Use the ‘Set templates’ button to select the appropriate template.

Use the ‘Add back-up method’ button to add an additional step in case the action fails.

Use the ‘Add action’ button to add an additional action. This action is performed simultaneously.

By using the ‘Add step’ button, you can add an additional step to the reminder scheme. Here you can also determine how many days following the previous step you want this activity to take place.


Custom made roles

Under ‘Custom-made roles’, you can create custom-made roles. Here you can decide which specific privileges the employees will be granted.

Click on a role. You can now adjust the privileges per section in the Buckaroo Plaza.

Possible actions


Create a role : Here you can create a new role. If you click here, you have to create a name first.

Manage custom entry fields

Under ‘Manage custom entry fields’, you can define custom entry fields. These can then be added to the transaction. If they are added to the transaction, they are also included in the push message to the webshop. Thus, these entry fields can be useful with regard to the matching of payments and orders.


Anti-Fraud


Under ‘Anti-fraud’, you’ll find an overview of the anti-fraud checks performed by Buckaroo. There are three different check levels:
Standard checks: These are the standard Buckaroo checks that are performed for each customer. These cannot be modified.
Merchant checks: These are the checks created by the customer himself. These apply to the entire account.
Website checks:These are the checks created by the customer himself. These apply to a specific website.

Each overview contains the following information:

Check: The name/description of the check
Action: The action taken if the check is triggered
Parameters: The parameters that have been set
Last modification: Last modify date of the check
Status: Current status of the check
Possible actions


Email settings: Here you can add a specific email address in case a check is triggered.
Add new check: Here you can add a new check.

Possible filters



By using the ‘Filters’ button, you can define a filter based on the check status.


Templates

Under ‘Templates’, you’ll find an overview of all templates that are available. This overview is subdivided into type of communication (email, letter, text message) and the PDF invoices that can be created if you’ve purchased the Billing module.

Each tab shows the overview of all websites linked to the current account. Click on a website to see the various template types. These are the types available:

Payment completed: The mail is sent if payment has been completed

Buckaroo Credit Management: All emails that can be sent under Credit Management

Buckaroo Credit Management – Payment arrangement (1-5): All emails that can be sent in case of a payment arrangement

Buckaroo Credit Management – Credit note: The mail that is sent if a credit note has been created

PayPerEmail: The mail that is sent if a PayPerEmail is created

Pre-notice: The mail that is sent if a SEPA Direct Debit needs prior notification.

Click on a "type" and you’ll see all templates available for this type. This overview contains the following information:

Language/Culture: The language of the template
Subject/Name: The subject of the template
Reply to: Only with regard to email: where does the reaction need to be sent
CC: Only with regard to email: optional, which email address has to be added in CC
BCC: Only with regard to email: optional, which email address has to be added in BCC

By clicking on the ‘Add…’ button, you can create a new template. Here, you can select the language and add a name. Click on ‘Save’ and the template will be created.

By clicking on ‘Edit’, you can edit the content of the template. You can do so by using the advanced editor (HTML) or the basic editor (text only). You can upload your own images by clicking on ‘Images’, so that these can be used in the templates.


Security

Under ‘Security’, you can set a secret key and create a certificate.

Secret Key
Under ‘Secret Key’, you can set your own secret key. This key is used to validate incoming messages, so Buckaroo can ascertain who sent the message. This key can only contain numbers and letters.

Certificates
Under ‘Certificates’, you’ll find an overview of all certificates. This overview contains the following information:

Original file name: The name of the certificate (only visible if the certificate is uploaded

Intended purpose: The type of certificate

Valid from: The date from which the certificate is valid

Valid until: The date until which the certificate is valid

Fingerprint: The unique fingerprint of the certificate

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