Getting Started

The Portal Section of the documentation guides you through the layout and functionality of the pages within SmarterPay Cloud.

Some pages displayed, and some items on those pages, shown within this Wiki may not be visible to certain users of this software, as smarterPay Cloud is a permission-based system, allowing Administrators to allocate Appropriate Access for each of their end users.

The following sections contains useful information regarding SmarterPay Cloud.

Note: SmarterPay Cloud does not support Internet Explorer (Microsoft Internet Explorer, Windows Internet Explorer, IE, or MSIE).

Section
Login Page
Resetting Your Password
Top Bar - Main Page
Top Bar - Settings Page
Global Search
Maintenance Mode

Login Page

When you navigate to https://smarterpaycloud.com/ you are presented with the Login Screen.

Enter your email address and password, optionally select “Remember me” for your details to be saved in the browser, and click “Log in”.
You will then be taken through the Two-factor authentication process, as setup in your Account.

If you have setup a Passkey for your Account, click “Log in with a passkey” to login to SmarterPay Cloud.

To start the Forgotten Password process click “Forgot your password?”.
If you need to revalidate your email address click on “Resend email confirmation”.

If you have been given a subdomain to use for login, for example for SSO, but have used the generic URL you can click on “Sign in with a custom subdomain”

Add the subdomain, and then click “Continue” to take you to the correct endpoint.

Resetting Your Password

Your password can be reset:

From the Login Page you can click "Forgot your password?".
Under the Password section of the Manage Account menu.

Top Bar

The Top Bar has functionality related to the set of pages that you are currently on. Clicking on your name displays other available options.

Main Page

Actions

Available actions, subject to permissions, are:

Action	Description
Search Area	Performs a Global Search for the entered text.
Quick Actions	Displays Quick Action Links.
Settings	Takes you to the Settings Pages of SmarterPay Cloud.
Logout	This Logs you out of SmarterPay Cloud and returns you to the Login Page.

Quick Actions

Available quick actions, subject to permissions, are:

Quick Action	Description
Payment Wizard	Starts the Payment Wizard.
Ecommerce Link	Click to define and generate Ecommerce Link. More Information 1) On clicking the “ECOMMERCE LINK” button the “Generate or Send Your Ecommerce Links” page is displayed. 2) Clicking on the “Ecommerce Page” dropdown will display all Ecommerce Pages that are available to select. Notes: Ecommerce Page Setup with a “Link Type” set to “One link to send to multiple customers” (Generic links) will not be selectable from here. The link will only be available in the Ecommerce Page Setup record. Only Ecommerce Pages relevent to where the Ecommerce Link was called from will be displayed, for example, clicking the “ECOMMERCE LINK” button on a Mandate will only display records setup as “I will provide a mandate ID”. 3) Click on the Ecommerce Page that is required and the relevant fields are displayed Each link generation page may look different, based on the setup of the Ecommerce Page that is selected, as there can be different mandatory fields and override options. For example, in the above image the “Payment Amount” field is mandatory, but it's value can be overriden. Another example, in the above image, is the “Start Date” for the Schedule - it is not a mandatory field, and the system will automatically calculate the Start Date, but it can be manually entered if needed. Note for “AUDDIS Reference” Valid characters A-Z, 0-9, “/”, “-”, “.”, “&”, “ ”. AUDDIS reference validation when core reference is enabled A core reference must be a minimum of 6 characters long, and can be up to 18 characters in length. For SmarterPay Cloud this is set to a maximum of 14 to allow for up to 4 characters for related payment references. Although any of the allowed Bacs characters may be included in the core reference (A-Z, 0-9, “/”, “-”, “.”, “&”, “ ”), only upper case alpha and numeric characters will be considered in checking for the minimum length. The first character in the reference must be an alpha or numeric character (A-Z, 0-9). It must not consist of all the same characters, for example “000000”. Use of “DDIC” in the first four characters is prohibited. The core reference must be lodged with the paying banks exactly as it appears on a signed DD. It must be unique for the sort code, account number and SUN. It must not be possible to match the core reference wholly or in part to an existing core reference for the same sort code, account number and SUN. Notes for “Return URL“ The link must start with "https://" and be no longer than 2048 characters. The link cannot contain a parameter called “page”, as this is always appended to the url. The “page” parameter contains the Ecommerce page record id used to signup. The link cannot contain a parameter called “payment”, as this will be appended to the url if the link is created from an existing record. The “payment” parameter contains the payment link record id used to signup. Note: In the above example the “Ecommerce Link” was called from a Customer Account record and therefore the “Customer Account ID”, that this Ecommerce Page needs, is automatically known and populated in the field. If the “Ecommerce Link” was called from the Ecommerce Page, or the Quick Actions menu, the Customer Account ID would be unknown and therefore would need to be provided manually. 4) Once the form has been checked, and changed as needed, click the “GENERATE LINK” button to generate, and display, the link details. The URL can be copied and sent to your customer to use. The Link can be found again under the Ecommerce Links Tab for the Ecommerce Page Record.

Quick Action

Description

Payment Wizard

Starts the Payment Wizard.

Ecommerce Link

Click to define and generate Ecommerce Link. More Information

1) On clicking the “ECOMMERCE LINK” button the “Generate or Send Your Ecommerce Links” page is displayed.

2) Clicking on the “Ecommerce Page” dropdown will display all Ecommerce Pages that are available to select.

Notes:

Ecommerce Page Setup with a “Link Type” set to “One link to send to multiple customers” (Generic links) will not be selectable from here. The link will only be available in the Ecommerce Page Setup record.
Only Ecommerce Pages relevent to where the Ecommerce Link was called from will be displayed, for example, clicking the “ECOMMERCE LINK” button on a Mandate will only display records setup as “I will provide a mandate ID”.

3) Click on the Ecommerce Page that is required and the relevant fields are displayed

Each link generation page may look different, based on the setup of the Ecommerce Page that is selected, as there can be different mandatory fields and override options. For example, in the above image the “Payment Amount” field is mandatory, but it's value can be overriden. Another example, in the above image, is the “Start Date” for the Schedule - it is not a mandatory field, and the system will automatically calculate the Start Date, but it can be manually entered if needed.

Note for “AUDDIS Reference”
Valid characters A-Z, 0-9, “/”, “-”, “.”, “&”, “ ”.

AUDDIS reference validation when core reference is enabled

A core reference must be a minimum of 6 characters long, and can be up to 18 characters in length. For SmarterPay Cloud this is set to a maximum of 14 to allow for up to 4 characters for related payment references.
Although any of the allowed Bacs characters may be included in the core reference (A-Z, 0-9, “/”, “-”, “.”, “&”, “ ”), only upper case alpha and numeric characters will be considered in checking for the minimum length.
The first character in the reference must be an alpha or numeric character (A-Z, 0-9).
It must not consist of all the same characters, for example “000000”.
Use of “DDIC” in the first four characters is prohibited.
The core reference must be lodged with the paying banks exactly as it appears on a signed DD.
It must be unique for the sort code, account number and SUN. It must not be possible to match the core reference wholly or in part to an existing core reference for the same sort code, account number and SUN.

Notes for “Return URL“

The link must start with "https://" and be no longer than 2048 characters.
The link cannot contain a parameter called “page”, as this is always appended to the url. The “page” parameter contains the Ecommerce page record id used to signup.
The link cannot contain a parameter called “payment”, as this will be appended to the url if the link is created from an existing record. The “payment” parameter contains the payment link record id used to signup.

Note: In the above example the “Ecommerce Link” was called from a Customer Account record and therefore the “Customer Account ID”, that this Ecommerce Page needs, is automatically known and populated in the field.
If the “Ecommerce Link” was called from the Ecommerce Page, or the Quick Actions menu, the Customer Account ID would be unknown and therefore would need to be provided manually.

4) Once the form has been checked, and changed as needed, click the “GENERATE LINK” button to generate, and display, the link details.

The URL can be copied and sent to your customer to use.

The Link can be found again under the Ecommerce Links Tab for the Ecommerce Page Record.

Settings Page

Actions

Available actions, subject to permissions, are:

Action	Description
Home	Takes you to the Main Pages of SmarterPay Cloud.
Logout	This Logs you out of SmarterPay Cloud and returns you to the Login Page.

Global Search

A search of the system can be initiated by using the Search area on the top bar.

For example, if the name of “hetfield” was typed into the search area and the spyglass icon clicked, any records would be returned under their respective sections.

Clicking on the relevant link will take you to that Record.

Maintenance Mode

When SmarterPay Cloud is in Maintenance Mode, for example when updates are being applied, the following page is show.

The dates for SmarterPay Cloud updates are published on the login page and sent via email in advance.