Creating and configuring a Full balance credit program
Now that you understand how a Full balance credit program works, you’re ready to create and configure your own.
Creating the program
Use Pismo Control Center to create your Full balance credit program. Pismo provides a program template as a starting point for a new Credit Full Balance program. Alternatively, if you already have an existing full balance credit program, you can copy it. For more information, refer to Add programs.
You can't change the program type of an existing program, so make sure you choose credit and Full balance during the creation process (or copy a program of the correct type).
Configuring the program in Control Center
After creating the program, use Control Center to configure it. For example, the Transaction categories tab enables you to specify rates for various charges. For more information, refer to Edit program details and parameters.
Adding configurable entities
Transaction types are independent of any specific program, so you can optionally create them before creating your first program. A program transaction category, however, must be linked to a program at creation, so you have to create categories after creating their associated programs. Since program transaction types are linked to program transaction categories at creation, these entities must be created last.
- Transaction types: Use the Create transaction type endpoint. In the request, you must specify whether the transaction type is a credit or debit. You also must specify whether the associated transactions should appear on the customer’s statement.
- Program transaction categories: Use the Create program transaction category endpoint. You must set values for the various rates in the request. You also have the option of specifying a charge order.
- Program transaction types: Use the Create program transaction type endpoint, passing the program ID as a query parameter and the IDs of the regular transaction type and the program transaction category (
transaction_category_id) as body parameters. You also have the option of specifying a charge order as a body parameter. This charge order, if present, takes precedence over a charge order defined in the program transaction category. Once a program transaction type is created, you can modify its settings using the Update program transaction type endpoint.
Configuring features based on account status
You can prevent the Pismo platform from performing certain actions on an account if the account has a specified account status. These actions include:
- Closing the billing cycle
- Charging late payment fees
- Charging overlimit fees
For example, you could instruct the platform not to close an account if its status is BLOCKED.
Use the following endpoints to set up and manage this behavior.
Updated about 19 hours ago