https://wiki.smarterpay.com/ 2026-04-08T02:24:42+00:00 https://wiki.smarterpay.com/ https://wiki.smarterpay.com/_media/wiki/logo.png text/html 2020-11-04T10:52:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/accountinactivity?rev=1604487178&do=diff Account Inactivity User Accounts can be set to automatically be disabled after a set length of time of inactivity. Please see the Settings Page for further details. Once a User has been disabled it will require another user, with the Correct Permissions, to Activate the disabled User. text/html 2023-09-14T08:17:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/accounts?rev=1694679448&do=diff Accounts An Account within SmarterPay Cloud is the hosting area of all Bank Account information associated with a Customer. This information is sent to bacs as part of the Direct Debit/Credit submissions, whether through a Credit or Payment, including any Scheduled Payments created. text/html 2022-07-19T12:56:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/bacsreports?rev=1658235406&do=diff BACS Reports SmarterPay Cloud retrieves rejection files from BACS and can process them by updating Bank Account, Credit, Mandate, Payment and Recurring Schedule record information that is stored in the system. BACS Rejection Files that have been recieved are displayed in this section of SmarterPay Cloud. text/html 2024-12-05T09:13:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/cardpayments?rev=1733389984&do=diff Card Payments Card Payments are transactions being collected from your Customers and are linked to Cards. NOTE: Creation of new Card Payments are done from either the Payment Setup Wizard or the Ecommerce Wizard. Access to this Object is controlled using Record Permissions in Profiles. ---------- List View text/html 2023-08-29T13:18:21+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/cards?rev=1693315101&do=diff Cards SmarterPay Cloud can take card payments from customers using the Ecommerce Wizard and the Payment Setup Wizard. Access to this Object is controlled using Record Permissions in Profiles. List View Actions Available actions, subject to permissions, are: Action Description text/html 2022-10-31T14:35:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/common?rev=1667226948&do=diff Common Areas common to the Portal text/html 2021-12-03T13:30:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/credits?rev=1638538232&do=diff Credits Credits are one off transactions being payed to your Customers, or Suppliers, and can be linked to Mandates. NOTE: Creation of new Credit Records are done from the Account Detail View. Access to this Object is controlled using Record Permissions in Profiles. ---------- List View Clicking on the text/html 2021-12-03T13:28:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/customers?rev=1638538126&do=diff Customers SmarterPay Cloud builds a focus on customer management through making the customer the centre piece to the process. By creating customer records, you can link all payments, both in and out of your business, through Mandates and Credits, to be able to see a complete overview of all activity to ensure you have complete transparency of all actions performed. text/html 2023-12-07T12:31:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/ecommerce?rev=1701952296&do=diff Ecommerce Wizard The Ecommerce Wizard provides an interface into SmarterPay Cloud to allow your customers to setup payment plans, ongoing payments, or make a card payment. The V2 Ecommerce wizard is detailed below. Details on the V1 wizard can be found text/html 2022-07-15T13:35:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/fileupload?rev=1657892144&do=diff File Upload SmarterPay Cloud provides a facility to allow clients to be able to upload Direct Debit/Credit files generated from external software packages, such as Accounting, Payroll and Customer Relationship Management (CRM) tools, amongst many others. text/html 2022-12-01T13:58:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/gettingstarted?rev=1669903130&do=diff 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 text/html 2021-03-24T14:51:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/globalsearch?rev=1616597494&do=diff 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. text/html 2021-04-12T13:32:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/listfiltering?rev=1618234322&do=diff List Filtering When checking through list views on any of the menu items on the left-hand side menu, you have the ability to add additional filtering to make the information displayed more focused to your needs. To access the list filtering options, you will need to select the text/html 2024-12-04T16:48:25+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/listfilteringv2?rev=1733330905&do=diff V2 List Filtering SmarterPay Cloud's list filtering has been updated to be more powerful. Multiple filter lines can be used, on each filter, to make it easier to display what you are looking for. It is now possible to use a status, combined with a date range, to see, for example, all failed payments from the last few days. text/html 2021-02-17T10:59:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/listordering?rev=1613559594&do=diff List Ordering By default, the list is ordered by the first column. Clicking on any of the selectable column headers will sort the entire list by that selected column (There is no sub-sorting) A-Z (Earliest first). Clicking on the same column header again toggles between the A-Z and the Z-A ordering. text/html 2022-05-19T09:35:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/login?rev=1652952902&do=diff Login Page When you navigate to <https://smarterpaycloud.com/> you are presented with the Login Screen. Any notifications will be displayed under the “Welcome to SmarterPay Cloud” header. Actions Action Description “Login” Button Enter your username and password and then click the text/html 2021-12-03T13:29:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/mandates?rev=1638538168&do=diff Mandates Mandates are your Customer's authority to take Payments. NOTE: Creation of new Mandate Records are done from the Account Detail View. Access to this Object is controlled using Record Permissions in Profiles. ---------- List View Clicking on the “Mandates” item, on the left-hand menu, will bring you to the list view and you will be shown a screen like the one below: text/html 2020-11-12T16:10:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/multifactorauthentication?rev=1605197430&do=diff Multi-Factor Authentication New functionality coming in the next release. Multi-factor authentication is an electronic authentication method in which a computer user is granted access to a website or application only after successfully presenting two or more pieces of evidence (or factors) to an authentication mechanism: knowledge (something only the user knows), possession (something only the user has), and inherence (something only the user is). It protects the user from an unknown … text/html 2023-11-16T12:06:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/overview?rev=1700136408&do=diff Overview This is the default page displayed when you Login to SmarterPay Cloud, or switch to Home. This Page shows an overview of Credits, Mandates and Payments. The percentage figure of each part of the graph can be seen by hovering your mouse over the graph section. text/html 2020-11-11T12:04:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/passwords?rev=1605096266&do=diff Passwords Password Policy The Cloud uses the following Policy for acceptable passwords: * At least one lowercase letter. * At least one uppercase letter. * At least one number. * At least one non-alphanumeric character (Special characters). text/html 2024-12-02T15:33:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/payments?rev=1733153638&do=diff Direct Debits Direct Debits are transactions being collected from your Customers and are linked to Mandates. NOTE: Creation of new Direct Debits are done from the Mandate Detail View. Access to this Object is controlled using Record Permissions in Profiles. ---------- List View Clicking on the text/html 2020-10-08T15:58:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/reports?rev=1602172736&do=diff Reports SmarterPay Cloud comes with some reports configured out of the box. To view any of the preconfigured reports please following this step by step example: Step 1 Use the “SELECT REPORT” dropdown and pick the report that you want to display. In this example text/html 2024-12-05T09:15:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/scheduledcardpayments?rev=1733390140&do=diff Scheduled Card Payments Scheduled Card Payments are regular transactions being collected from your Customers and are linked to Cards. NOTE: Creation of new Card Payment Schedules are done from the Payment Setup Wizard, Ecommerce Wizard or the API. Access to this Object is controlled using Record Permissions in text/html 2024-12-02T15:33:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/scheduledpayments?rev=1733153619&do=diff Scheduled Direct Debit Payments Scheduled Direct Debit Payments are regular transactions being collected from your Customers and are linked to Mandates. NOTE: Creation of new Scheduled Direct Debit Payment records are done from the Mandate Detail View. Access to this Object is controlled using text/html 2022-05-19T13:46:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/security?rev=1652967978&do=diff Security SmarterPay Cloud employs various security methods to keep your data safe. The security features that are visible to, and configurable by, our clients are detailed on this page. Section ---------- Multi-Factor Authentication Multi-factor authentication (MFA) is an electronic authentication method in which a user is granted access to a website or application only after successfully presenting two or more pieces of evidence (or factors) to an authentication mechanism. text/html 2022-07-19T15:05:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/submission?rev=1658243110&do=diff File Submissions File Submission records hold the details of files sent off for Submission. After a file has been submitted, off to Bacs for example, an Input report will be returned and processed. Further details of this process can be seen by clicking on a Submission Id. text/html 2023-07-12T15:46:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/topbar?rev=1689176786&do=diff 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 text/html 2021-09-24T12:14:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/smarterpaycloud/portal/wizard?rev=1632485692&do=diff Payment Setup Wizard The SmarterPay Cloud Payment Wizard is a guided way to create Customers, Bank Accounts, Mandates, Card Payments, Ongoing Payments and Payment Plans, without the need to manually go through the different sections of the Cloud to complete the task.