omniPayments is Omnibasis's payment management service that enables businesses and professionals, large and small, to manage one-time or recurring payment within application. Using omniPayments, we enable businesses with the intuitive technology and tools to deploy cloud-based payment options for your application with rich feature sets that includes your favorite payment gateway integration, hosted payment pages, one-time payment and recurring subscription management, and a complete accounting ledger without the costs and challenges associated with building and maintaining your own infrastructure.
Customer
A 'Customer' can be an individual or business who purchases products or services from a business. Customer can be also a user on your site. Learn more about managing users.
The Customers section will list all your past and current customers. Customers contains all the essential information about your customer, such as basic contact details, billing information, payment information and so on. Most of the information are optional and you may choose to store the necessary information at your discretion and as per your needs.
A Customer can be created without having to create an Order first, for collecting ad hoc invoices and charges. Each Customer can have one or more Orders associated with it. By default, when a new user registers on your site, hosted by Omnibasis, a Customer record is created for that user.
Product
A ‘Product' is used for describing products or services purchased by a customer. It contains all the related pricing rules, specific promotions rules, and any media like images, videos, documents associated with the product.
Each Product must have at least one Pricing Rule to define the base cost, and in case of subscription, the billing frequency (e.g. monthly renewal, yearly renewal, etc). Details such as base pricing, trial period, duration of the subscription are inherited from the Pricing Rule when Order is created but can be overridden at the individual Order-level.
Any changes to the purchased items, including billing date, and scheduled changes can be managed within the Order. When an invoice is generated for an Order, the required information on the charges is picked from the Product.
Pricing Rule
A ‘Pricing Rule' defines the rules on how you charge for a specific product or service. Each Product is defined by one or more Pricing Rules associated with it, as the Pricing Rule contains information regarding the pricing, in case of subscription, the billing cycle, the billing and trial periods of the product
Promotion Rule
Promotion Rule play a key factor in driving customers toward a product and to boost sales. A ‘Promotion Rule' defines the benefit being applied, discount in currency or percentage, and the period up to which it will be applied, on an Order. The Promotion Rule can be defined for a specific Product or across all Products in your Catalog.
Payment Gateways
Payment Gateways offers you the flexibility to configure one or more of our supported payment gateways per currency to best suit your business model, your country of incorporation and your customer base.
Quote
A quote is used to give an estimated cost for a product/service to a customer. A quotes is created and sent to a customer who can then accept it and sign up for the product/service. In Omnibasis, you can use Order status to manage a quote.
Invoice
An ‘Invoice' is used as a record of the products/services purchased by a customer. All information regarding the customer's purchase including details of purchased items and their value, credits, taxes, discounts, refunds, and additional charges are contained within an Invoice. In Omnibasis, Invoice is generated for every order.
Order
An ‘Order' consists of all information required for order tracking within omniPayments, such as what products are ordered, pricing rules applied, quantity ordered and shipped, quantity in transit, and so on.
Order Payments
All payment related or Order are tracked as ‘Order Payments'. The Order Payments section provides you with a summary of all the order payments that have happened in your account.
It gives you information such as the date, type, amount and status of the payment.