Managing payment providers

the payment providers section lets you configure how invoices and payments are processed in your organization you can enable multiple providers, set priorities, and control which provider is used by default what are payment providers? a payment provider defines how clients pay invoices generated in eggmed you can have more than one provider enabled at the same time, with a priority order that determines which provider is used first examples include manual payment tracking stripe for online payments v iewing payment providers go to settings → billing → payment providers here you’ll see a list of all configured providers, including provider type (for example, manual or stripe) priority status (enabled or disabled) each provider configuration is managed independently a dding a payment provider to add a new provider 1 click add provider 2 select the provider type (for example, stripe) 3 enter a name this name must be unique within your organization for that provider type 4 set the priority 5 enable or disable the provider 6 click save and setup once saved, the provider becomes available for invoice payments p rovider priority payment providers use a priority system to decide which provider is used first lower numbers mean higher priority priority 0 is treated as the primary provider if multiple providers are enabled, eggmed uses the one with the highest priority this allows you to keep fallback providers without disabling them e nabling and disabling providers each provider can be toggled enabled or disabled enabled providers can be used for payments disabled providers remain configured but are not used disabling a provider does not delete its configuration editing or removing a provider from the provider list, you can edit an existing provider’s settings disable or enable it remove it if it’s no longer needed removing a provider does not affect past invoices or payment records