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Mark one payment method per currency as Automatic for VCC charges. Three permissions control settings access.

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Business Value

  • Sets one payment method per currency for automatic VCC charges.
  • Allows only one automatic method per currency. No ambiguity.
  • Controls who can view, edit or delete Kwentra Pay settings.
  • Leaves the manual payment flow unchanged.
  • Blocks unauthorised changes with clear messages.

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Use Cases

  • Payments administrator marks the AAIB USD card automatic so charges route correctly.
  • Finance manager gives a supervisor edit access and keeps others read-only.
  • Administrator withholds the delete permission so staff cannot remove payment methods.

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How It Works

Each Kwentra Pay provider holds several payment-method cards. Each card is linked to a payment department, which sets its currency. An Automatic flag now marks the card to use when the system charges a saved VCC on its own. It works with the Automatic VCC Charge via Night Turn and Bulk VCC Charge features.

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Mark a Payment Method as Automatic

  1. Open a provider’s settings and select a payment-method card.
  2. Turn on the Automatic toggle. It is off by default.
  3. Click Save.
That method is then used for VCC charges in its own currency. Only one method can be Automatic per currency, across the whole instance and every provider. Save a second one for the same currency and you get an error:
Cannot save this payment method as automatic: another automatic payment method already exists for currency <CURRENCY_CODE>. Only one automatic payment method is allowed per currency.
The check runs as you save, and on the server.

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Kwentra Pay Settings Permissions

Three permissions control the Kwentra Pay settings screens. All three are in the Administrator group by default:
  • Can view Kwentra Pay settings — read access to every Kwentra Pay provider settings screen.
  • Can edit Kwentra Pay settings — creating and updating, including the Automatic flag and the Add / Save actions.
  • Can delete Kwentra Pay settings — deleting payment-method cards.
How they are checked:
  • Without view, the Kwentra Pay entry under Integrations is not shown.
  • The Add / Save / Delete buttons are not hidden or disabled. The permission is checked on click.
Click a button you lack the permission for and nothing happens. You get a message instead: