E-Payment Application Configuration

The E-Payment application is used to generate single payment requests. Unlike the Customer Payment Portal, which allows for viewing and paying multiple open invoices, orders, or payment plan steps, the E-Payment application always targets a specific order, invoice, or payment plan step for payment.

In this article:

• Configure the E-Payment Application
• Assign a Web User
• Preview the E-Payment Application Configuration
• Access the E-Payment Application from the Software
• Additional configuration information:
  • Report Configuration
  • E-Payment Application Email Templates
  • Multi-Language Configuration

Configure the E-Payment Application

1. In the Main Menu, search for and select E-Payment Configurations. The E-Payment Configurations page opens.
2. Click Add. The Add E-Payment Configuration window opens. 
3. Enter the necessary information:
   • Description - Name of the configuration.
   • Web Theme - Web theme for the E-Payment application. 
   • Payment Configuration - Payment configuration to use for the E-Payment application.
   • Allow Partial Payment - If checked, it will be possible to add partial payments in the E-Payment application. If this is not visible, add the field to the window layout.
   • Send Confirmation - If checked, an email confirmation is sent to the email address on the account for the payment.
   • Confirmation Template - Email template to send as confirmation of payment received. Only email templates with a subject of Payment Portal Confirmation are available for selection.
   • Confirmation From Email – Email address the confirmation email is sent from. 
   • Email Recipients - Additional email address(es) to receive an email confirmation every time a payment is made. To enter more than one email address, use a comma (,) to separate email addresses. 
   • ReCAPTCHA Configuration - ReCAPTCHA configuration to use for the application.
   • Report Sequence – Report sequence for the report your customers can generate in the E-Payment application. For example, if you always use the configuration with service orders and you always want the Service Order Confirmation report available, enter the Report Sequence for the Service Order Confirmation. If the configuration is for both service orders and invoices, you may want a report for invoices and a different report for service orders. To do this, do not enter a Report Sequence and see the Report Configuration section for more information.
   • Status - Only active configurations are available for use.
4. Select the Languages tab to configure multiple languages. See the Multi-Language Configuration section for more information. 
5. Click OK.

To filter the transaction types allowed for an order, invoice or payment plan step by the currency of the source transaction, check the Filter Transaction Type by Currency check box on the Add/Edit Payment Configuration screen. For example, a payment configuration has transaction types configured for both US dollars and Euros. If the Filter by Transaction Type check box is checked on the payment configuration, if the e-payment link references an invoice in Euros. only the Euro transaction types display as payment options.

Assign a Web User

You must assign a web user to a valid user ID to access the E-Payment link. This web user is the user that is stamped into the payment record in the software. Often, WEBUSER, PAYPORTAL or PUBLICUSER are used as the web user ID. 

To add a new web user ID:

• Create the user in the Users list. Make sure to:
  
  • Check the v30 Access check box.
  • Assign a personnel account. You may need to create a personnel account for the web user.
• On the personnel account, check Internet Logon.
• Set the personnel account to Active.

After you create the web user ID, assign it as the auto-logon user:

1. In the Main Menu, search for and select Accounts Receivable Configuration. The Accounts Receivable Configuration page opens.
2. In the Auto Login User drop-down, select the user you created. If this field is not available on your screen, click the Edit Layout link in the lower right corner of the screen to add the field to your screen layout. If you do not have an Edit Layout link available, contact your system administrator.
3. Click OK.

Preview the E-Payment Application Configuration

To preview the E-Payment application configuration in a web page:

1. In the Main Menu, search for and select E-Payment Configurations. The E-Payment Configurations page opens.
2. Select the E-Payment configuration to preview.
3. Right-click and select Preview URL. The Preview Payment Application URL window opens.
4. Select one of the following from the Type of Payment Item drop-down:
   • E-Payment Account Order – Preview an open order. Enter the order number into the Order Number field.
   • E-Payment Invoice – Preview an open invoice. Enter the invoice number into the Invoice Number field.
5. The Payment Application Link field generates based on the information selected and entered in step 4. Copy and paste this link into another browser tab to review the configuration. 

Access the E-Payment Application from the Software

You are able to access the E-Payment application directly from the software. 

1. In the Main Menu, search for and select Accounts Receivable Configuration. The Accounts Receivable Configuration page opens. 
2. Select the Advanced tab.
3. Expand the iEBMS Configuration/BackOffice Payment Portal section.
4. From the E-Payment Configuration drop-down, select the configuration to use for E-Payment access within the software.
5. Click OK. On the Payments tab for an order or invoice, there will now be an action under the Add drop-down called Add Web E-Payment. When selected, the E-Payment application opens. 

Report Configuration

In the E-Payment application, you can allow your customers to generate a report copy of the order, invoice, or payment plan step in real-time. You use Report Configuration to set the logic of which report to generate for each type of transaction if the report you display is based on the type of order/invoice for the payment.

1. In the Main Menu, search for and select E-Payment Configurations. The E-Payment Configurations page opens.
2. Select the E-Payment configuration for the report configuration.
3. Right-click and select Report Configuration. The Application Report Configuration window opens.
4. Click Add. The Add Report Configuration window opens.
5. Enter the necessary information: 
   • Book - Reports are available for orders/invoices with the selected book control assigned.
   • Subject - Determines if the report is available for orders, invoices, or payment plans.
   • Order Type - Source for the report. Used in combination with the Subject selection. For example, if Invoice is selected in Subject and Membership is selected in Order Type, then the report is available for membership invoices. 
   • Report Sequence - Report available for the configuration (the Subject and Order Type combination). The drop-down displays reports on report lists that apply to the Subject and Order Type combination. 
   • User Sequence - Determines the order the report is available if more than one report meets the configured criteria.
6. Click OK. Repeat steps 4-6 for all possible Subject and Order Type configurations you need. For example, if you use fulfillment orders and service orders, you may need multiple entries for the various service order, fulfilment order and invoice reports to ensure the right report runs from the E-Payment application for each order/invoice type you can pay from the portal.

E-Payment Application Email Templates

Similar to the Customer Payment Portal, you can use email templates with the E-Payment application to send emails from invoices, orders, or payment plan steps. See Embed Anonymous Payment Portal Links into Email Templates for more information.

Multi-Language Configuration

Your online users can have the option to select the language they want to use in the E-Payment application so the web pages and options show in their preferred language. To use multiple languages, you must have the languages you want to offer already configured in the Languages screen and have your system configured to use alternate descriptions. 

When you configure multiple languages, you assign a dictionary to the E-Payment configuration. This dictionary is used to show the standard system phrases in the language you select. 

1. In the Main Menu, search for and select E-Payment Configurations. The E-Payment Configurations page opens.
2. Select the Languages tab.
3. Click Add. The Add Public Language window opens.
4. Enter the necessary information:
   • Language - Language for the E-Payment application.
   • Region - Regional settings to use for the E-Payment application.
   • Dictionary - Dictionary for the E-Payment application.
   • Description to Use - Alternate description to use for the E-Payment application.
   • Default Language - If checked, this language is used the first time a customer accesses the site if the URL the customer used does not include the language parameter.
5. Click OK. Repeat for each language you want available.