Article Summary

        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.

        Approval type:Description:
        Batch import (Plaza)Interface for batch file handling
        Batch import (SFTP)Interface for automated file handling
        Payment orderPayout as a deduction of the account balance
        RefundRefund of the payments
        Number of required approvalsNumber of users who have to approve the action
        Requestor can approveAllow the requestor to approve as well (Y/N)
        Send e-mail at requestSend an email on pending approval (Y/N)
        Send email if deniedShould an email be sent after rejection? (Y/N)
        Use approvals for tests?Should test transactions be approved? (Y/N)
        ThresholdThe 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.


        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.

        Anit-Fraud is commonly replaced by Buckaroo Shield.


        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.


        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.

        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.

        More information can be found here: Smart Checkout styling

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