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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Payment Type

Steps: Set Up Payment Type

  • Create and host a web application to integrate Workday with the payment service provider.
  • Create an external URL.
  • Update the domain security policy.
  • Register API client.
Create a payment type for processing credit card payments in the customer portal. Use the
Payment Method
 of
Manual
 to process payments outside of Workday environment. You can't use the method of Credit Card payment because it's linked to the Cybersource integration.
Then, enable the payment type in your tenant and configure your bank accounts to use this payment type.
  1. Access the
    Maintain Payment Types
     task and create a payment type for customer portal transactions.
    The payment type must have a payment method of
    Manual
    .
    Security:
    Set Up: Settlement
     domain in the Banking and Settlement functional area.
  2. Access the
    Edit Tenant Setup – Financials
     task option to enable the functionality.
    In the
    Customer Portal Options
     section, set the
    Customer Portal Payment Type
     to
    Manual
    .
    Workday uses this payment type to record customer payments generating from the customer portal. Once you enable it, you can't leave the value blank.
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  3. Update the bank accounts you want to use for receiving the credit card payments.
To avoid conflict with other payment types, Workday uses the customer portal payment type for transactions in the portal.
Set up the third-party payment service provider to process credit card payments.