Payment Configuration

Guide to configuring payment strategies in Tridens Business Portal via the Environment.

Payment Strategy Override

This guide walks users through the process of configuring payment strategies for a specific site within the Tridens Business Portal, under the Environment Setup step. These strategies control how customers are billed and how edge cases like overpayments or underpayments are handled.

Go to the Tridens Monetization Business Portal.
Click on Sites in the left sidebar.
Locate your site and click Edit.
Complete the Site Information step.
Click Next to reach Environment Setup.
Find the Payment Configuration section.

Step 1: Fill in Site Information

Before setting payment strategies, enter basic company and site data:

Figure 1: Site information page

Name: Name of the site environment.
Email: Main point of contact.
Organization: Company name.
Address, Phone, Country, City, ZIP: Contact details.
Site Logo: Optional branding for invoices and UI.

Click Next to proceed to Environment Setup.

Step 2: Environment Setup and Payment Configuration

Figure 2: Environment setup page

In this section, you’ll configure billing options, invoice settings, and payment strategies.

Key Fields

URL: Site-specific prefix (e.g., test1.example.co).
UI/System Language: Language used in frontend/backend.
Timezone & Currency: Operational and financial locale.
Environment: Choose Sandbox for testing or Production for live.

Payment Strategy Override – Core Fields

The Payment Configuration area includes:

Field	Description
`Payment strategy`	Choose how customers are billed (e.g., prepaid, postpaid, recurring).
`Overpayment strategy`	Define how overpaid amounts are managed (e.g., refund, credit balance).
`Underpayment strategy`	Action taken when payment is insufficient (e.g., suspend access, partial service).

These strategies map to business logic and affect billing automation.

Invoice & Numbering Settings

Configure invoice lifecycle and identifier formatting:

Invoice Due Days: Days before invoice is considered overdue.
Show Details on Invoice: Toggle usage breakdown.
Invoice Number Format: Use placeholders like ${invoiceNumberSequence}.
Reset Invoice Number Periodically: Choose reset frequency (monthly, yearly, never).
Increment Number By: Steps between numbers.
Reset Value: Starting point for invoice ID.

Optional Integrations

Toggle additional options:

SMTP: Enable for email delivery of invoices.
Direct Debit: Allow automatic bank withdrawals.

Step 3: Review Summary

Figure 3: Summary page

Confirm Site Information and Environment Setup.
Expand sections to verify your settings.
Click Submit to save.

Permissions

Only users with proper billing/admin roles can modify Payment Strategies.

Best Practices

Use Sandbox mode to test strategies before going live.
Document strategy names for consistent API use.
Coordinate with development teams for custom payment flows.

Sites

Sites Configuration