✨ Payments Configuration Modal – Full Documentation
- Introduction — What is the Payments Modal?
The Payments Configuration Modal in Biz1 is the heart of the organization’s financial setup. It is a centralized, three-step configuration panel that determines how payments are collected, processed, recorded, and shared with customers across the entire system.
Rather than configuring payments separately in different modules, Biz1 brings everything together in one elegant modal accessible from:
Settings → Payments
When opened, the modal appears as a clean, responsive pop-up with a clear step-by-step flow, guiding the user from gateway setup → interbank settings → payment forms.
This modal is visible only to:
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Organization Admins
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Member Admins
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Users with setting_modules_payments permission
Behind the scenes, it connects to multiple system components, including:
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Customer Profile → Payment tab
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Invoices and Orders
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Subscriptions
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Payment Tracking
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Public Payment Links
In short — this modal defines the financial backbone of Biz1.
- The 3-Step Payment Setup Journey
The modal is designed as a smooth, logical flow with three steps:
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Step 1 – Payments (Gateways) → How money is processed
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Step 2 – Masav Setting → Interbank identity
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Step 3 – Payment Forms → How customers pay
Navigation is simple:
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Next → moves forward
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Back ← moves backward
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A progress indicator shows: 1/3 → 2/3 → 3/3
- STEP 1 — Payments (Payment Gateways)
- Purpose
Step 1 is where the organization tells Biz1:
“These are the payment providers we use to receive money.”
Here, you configure one or more payment gateways such as:
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Biz1 Payment
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Stripe
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Cardcom
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Tranzila
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Meshulam
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Payplus
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Bank Details
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Kesher
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Nedarim
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And others (depending on organization access)
- What You See on the Screen
At the top of Step 1, you see:
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Title: Payments
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Progress: 1/3
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Help icon
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A “+” button to add a new payment method
When adding or editing a payment method, the form contains:
- Payment Provider (Dropdown)
You select the gateway you want to configure (e.g., Stripe, Cardcom, Bank Transfer).
Once selected, the form dynamically shows provider-specific fields, for example:
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Stripe → API Keys
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Cardcom → Terminal details
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Bank Detail → Bank name, branch, account number
- Name (Friendly Label)
You give this configuration a meaningful name such as:
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“Main Stripe – Live”
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“Cardcom Test Environment”
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“Bank Transfer – Official Account”
This name helps users recognize the gateway everywhere in the system.
- Mode (Live / Test)
You choose whether this gateway is:
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✅ Live → Real transactions, real money
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Test → Sandbox mode for testing
This is critical before going into production.
- Default Payment
You can mark one gateway as Default.
This means:
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If a user does not manually select a gateway,
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Biz1 will automatically use this default method.
Only one gateway can be default at a time.
- Payment Methods List (Bottom of Step 1)
Below the form, you see a list of all configured payment methods with:
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ID
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Name
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Provider
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Mode (Live/Test)
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Default indicator
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Edit button
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Delete button
From here, admins can:
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Add new gateways
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Edit existing ones
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Remove unused gateways
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Change the default payment method
All of this data is stored in the payment_detail table.
Once finished → Click Next to proceed to Step 2.
- STEP 2 — Masav Setting (Interbank Configuration)
- Purpose
Masav is an Israeli interbank system used for:
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Bank transfers
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Direct debit
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Corporate financial transactions
This step defines your organization’s official identity within Masav.
- What You See on the Screen
Title: Masav Setting
Progress: 2/3
Two main fields:
- Mosad Code
Your official Masav institution number.
- Mosad Name
Your organization’s registered business name.
When the screen opens, these fields are automatically pre-filled if previously saved.
Click Save to store these details in user_details.masav_setting (JSON format).
Then click:
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Back → return to Step 1
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Next → proceed to Step 3
- STEP 3 — Payment Forms (Customer Payment Links)
- Purpose
This step allows you to create and manage payment forms — which are essentially payment links that can be sent to customers.
These forms are used when:
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Sending payment links via WhatsApp
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Emailing customers
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Sharing a public payment URL
Example:
dashboard/home/payment-form/your-form-slug
- What You See on the Screen
Title: Payment Forms
Progress: 3/3
You see:
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A search bar to filter forms by name
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A “+ Add” button to create a new form
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A Common Settings button
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A table listing all existing payment forms
Each form shows:
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ID
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Name
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Item Type
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Amount
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Edit / Delete buttons
➕ Adding or Editing a Payment Form
When you click + Add, a popup appears with fields such as:
- Form Name
Example:
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“Consultation Fee”
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“Service Payment”
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“Monthly Subscription”
- Amount
The default payment amount (e.g., 500, 1000, etc.).
- Item Type
Defines what this payment represents (product, service, etc.).
- Company (Invoice Setting)
Links this payment to a specific company record in Biz1.
- Gateway (From Step 1)
You select which payment provider should process this form.
This means:
Every payment form is directly linked to a gateway configured in Step 1.
⚙️ Additional Options
You can also configure:
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Ask customer to confirm details
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Allow customer to change payment amount
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Require company ID before creating a document
Once saved, the payment form becomes active and usable.
- How Everything Connects Together
Here’s how the three steps work as one system:
- Step 1 (Gateways) connects to:
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Customer Profile → Payment tab
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Invoices & Orders
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Payment Tracking
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Recurring Subscriptions
Whenever a user records a payment, the list of gateways comes from Step 1.
- Step 2 (Masav) connects to:
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Bank transfers
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Interbank transactions
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Masav-based financial processes
- Step 3 (Payment Forms) connects to:
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Public payment links
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WhatsApp & Email payment sharing
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Online customer payments
When a customer pays via a link, Biz1 uses:
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The gateway from Step 1
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The company setting from Step 3
- Final Summary — In Simple Terms
The Payments Modal is where you define:
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✅ How money is received → Step 1 (Gateways)
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✅ Who you are in the banking system → Step 2 (Masav)
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✅ How customers pay you → Step 3 (Payment Forms)
Once configured, these settings automatically power:
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Payments
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Invoices
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Subscriptions
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Payment links
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Customer financial records
