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.
Approval type:
Description:
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
Setting:
Description:
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
Edit: Here you can modify a Credit Management scheme.
Duplicate: Here you can duplicate a scheme.
Delete: Here you can delete a scheme.
✅ Retry failed direct debits before invoice due date: 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 invitation on invoice date: If the invoice hasn’t been paid yet on the invoice date, you can send a PayPerEmail containing a payment link. ✅ Send payment invitation if transaction fails before due date: If an unsuccessful transaction takes place before the due date of the invoice is reached, send a payment invitation, rather than having to wait until the due date.
✅ Accept invoices with a due date in the past: 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.
✅ Send an invoice specification attached to each e-mail and letter: When using Requests with product lines and/or Subscriptions a PDF invoice 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. In the dropdown men 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 fallback method’ button to add an additional form of communication in case the earlier communication failed.
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 roles
Under ‘Custom 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 role : Here you can create a new role. If you click here, you have to create a name first.
Manage custom fields
Under ‘Manage custom entry fields’, you can define custom parameters. 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.
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 complete: 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 Plan (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
✅ Prenotification: 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: The subject of the template ✅ Name: The name 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. The Secret Key is also used for validating Push messages with the HMAC/Signature.
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 through: 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
Payment Page Display Configuration
Under "Payment Page Display Configuration" it is possible to customize a custom payment page for each website.
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