Payment Configurations

You use Payment Configurations in other public-facing application to define the payment options. Prior to creating a payment configuration, make sure all Receivable Transaction Types (e.g., Visa Deposit) and Payment Methods (e.g., electronic check) are fully configured.

A payment configuration can include a payment option, such as Pay with Check, which is not available for online registration. If a payment configuration with invalid options is selected for registration, the application ignores the invalid options and does not display them to the registrant.

To set up a payment configuration:

  1. Click the Payment Configurations link from the Main Menu. The Payment Configurations screen opens.
  2. Click the Add button. The Add Payment Configuration page opens.
  3. Enter the name of the Payment Configuration into the Description field. 
  4. Check the Active check box. Only payment configurations that are marked as Active are available for selection when configuring the public-facing applications.
  5. Select the Payment Options tab.
  6. Check the check box for the desired payment options. Enabling some options results in additional tabs where further configuration is required to fully enable the selected payment options.
    • If Pay with Credit Card is checked, the Credit Card Options tab displays:
      • Payment Gateway Configuration - Select Payment Gateway to use for this payment configuration.
      • Credit Card Payment Methods - Click the hyperlink to select the credit card transaction types available to the logged in public-facing user.
      • Allow Swiping - If checked, the public-facing user can enter payment information via credit card swiping.
      • Require Security Code - If checked, the CSC/CVV number is required for credit card transactions. 
        • This setting is only applied to Payment Portals (v1). Customer Payment Portals (v2) will always require a security code.
      • Ignore AVS - If checked, Address Verification System (AVS) is not used. AVS verifies the billing address matches the address on file with the credit card provider. This option is often left unchecked if Require Security Code is checked.
      • Process Credit Cards - If checked, credit cards are immediately processed when the information is submitted. If unchecked, credit cards are processed at a later time determined by your organization.
      • Store Credit Card Information - If checked, credit card information is stored in the database. The information is encrypted. 
    • If Pay with Electronic Check is checked, the Electronic Check Options tab displays:
      • Electronic Check Payment Method - Payment method to use when a public-facing users select to pay by Electronic Check.
    • If Pay with Check is checked, the Check Options tab displays:
      • Check Payment Method - Payment method to use when a public-facing users select to pay by Check.
  7. Default Payment Option - Payment option initially selected for the payment configuration. Only used with the Payment Portal.
  8. Click OK. 

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Comments

5 comments

Date Votes
  • Kris Corrigan

    Hi 

    Is there any reason that when choosing 'Pay by Card' this doesn't generate an account that you have used or created to logon for the order and auto chooses the account for the event, however when choosing 'Pay by Later' this will use the account you have used or created or the order.

    Thanks

    0 upvotes

  • Carrie Spalding

    Hi Kris!

    Could you clarify what you're trying to do?  What steps are you taking, and where are you encountering the issue?

    Thank you!

    --Carrie

    0 upvotes

  • Kris Corrigan

    Hi Carrie

    Its when we are doing online orders via iEBMS, we have been testing the system and when logging in as a customer and choosing 'Pay Later' the address on the order and the invoice is the address I have created so for e.g ACC Liverpool, Kings Dock, Liverpool.

    However when I choose 'Pay by credit card' as the same customer the address on the order and the invoice is the address of main event and not mine as the customer.

    Below is the example, the 1st order shows the my address as the customer when I have chosen 'Pay Later', the other orders are the same customer (me) but with the option 'Pay by credit card' and this is not picking up my address and is picking up the address of the event account.  

     

    0 upvotes

  • Sam Wilson

    Hi Kris,

    This sounds like an issue with cached data within your browser. If you were using the same browser session for all of the testing, I'd recommend re-testing and restarting your browser between test "customers." 

    If you have been logged directly into Ungerboeck via Internet Explorer (IE), and are simultaneously testing from IE, please consider switching to Google Chrome or another browser when performing the testing. IE is known for caching data.

    Please let us know what you discover. If this doesn't turn out to be the issue, we should schedule a web-conference in order to fully document the issue.

    Regards,

    Sam

     

    0 upvotes

  • Kris Corrigan

    Hi Sam

    I have tried your outcome above and this hasn't worked, I have been testing and clearing in both chrome and IE, the problem only seems to occur when I am paying by credit card, when I choose 'Pay Later' the account I have used to login or create is chosen on the order.

    It would be good to have a call and run through this as it is important we get this sorted in order for us to go live with online ordering.

    Thanks

    Kris

    0 upvotes

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