Payment Setup Wizard

The SmarterPay Cloud Payment Wizard allows the creation of a new customer, with either a one-off card payment, or a Payment Plan, without having to navigate through the various sections of the Portal.

The Wizard can be started at various points in the Portal to complete the process from where it is started.


Called from the Main Page Quick Actions Menu, this will setup a Customer Account, and either a Customer Bank Account, a Mandate and a Payment Plan, or a card payment.
This method would generally be used as part of a MOTO (Mail Order/Telephone Order) process.



Fields

Field Mandatory Type Description
Title No Text Box Maximum 50 characters. Title for the Customer Name.
First name Yes Text Box Maximum 50 characters. The First Name of the Customer.
Last Name Yes Text Box Maximum 50 characters. The Last Name of the Customer.
Company Name No Text Box Maximum 50 characters. The Company name of the Customer.
Email Yes Text Box Maximum 100 characters. The Email Address of the Customer.
Billing Address Line 1 Yes Text Box Maximum 50 characters. First Line of the Billing Address.
Billing Address Line 2 No Text Box Maximum 50 characters. Second Line of the Billing Address.
Billing City Yes Text Box Maximum 50 characters. The Billing Address City.
Billing Post code Yes Text Box Maximum 50 characters. The Billing Address Post Code.
Shipping Address Line 1 No Text Box Maximum 50 characters. First Line of the Delivery Address.
Shipping Address Line 2 No Text Box Maximum 50 characters. Second Line of the Delivery Address.
Shipping City No Text Box Maximum 50 characters. The Delivery Address City.
Shipping Post Code No Text Box Maximum 50 characters. The Delivery Address Post Code.
Custom Reference No Text Box Maximum 50 characters. A Custom reference for the Customer.


Actions

Action Description
“SAVE AND CONTINUE” Button Saves the Customer record and moves to the next section of the Wizard.

If “Card Payment” is clicked the screen will change to the Payment Details entry screen and this flow will stop.


Fields

Field Mandatory Type Description
Use Customer AUDDIS Yes Dropdown Selects if a Custom Auddis reference is used for the Mandate. If set to “True” will display the “Custom AUDDIS” field. If set to “False” the system will generate the AUDDIS reference.
Custom AUDDIS Yes Text Box NOTE: Mandatory when displayed. Custom reference that will be used for the AUDDIS reference.
Name of Account Holder Yes Text Box Customer Name for the Bank Account.
Sort code Yes Text Box Sort Code for the Customer Bank Account.
Account Yes Text Box Account number for the Customer Bank Account.
Total Amount Yes Text Box Amount format is a decimal value for ££.pp (10.99). This is the total amount to be paid. This is used in conjunction with “installments” to calculate the payment amounts.
Installments Yes Dropdown Number of installments for the Installment total to be paid over. Options are: “1” - “12”.
First Collection Yes Text Box Date format is YYYY-MM-DD. This is the date the first collection will be taken on.
Collection Day Yes Dropdown This allows the selection, if more than one, of the Client Bank Account (Originator Account) to use for the Mandate / Payment Plan.
Schedule Custom Reference No Text Box This is a text field (Maximum 50 characters) which can be used, optionally, to give a Custom Reference to the schedule. This value, if populated, will be passed to the Payments that get created from the Schedule.


Actions

Action Description
“BACK” Button Returns to the Customer details screen, to allow modification.
“SAVE AND CONTINUE” Button Saves the Bank Account, Mandate and Payment Plan record and moves to the next section of the Wizard.

A summary of the Customer, and the new Payment Plan, is displayed for confirmation.


Actions

Action Description
“RETURN TO PORTAL” Button Closes the Wizard.
“DOWNLOAD PDF” Button Allows the completed Mandate to be saved as a PDF.

Called from the Customer detail page, this will setup either a Customer Bank Account, a Mandate and a Payment Plan, or a card payment.


If “Card Payment” is clicked the screen will change to the Payment Details entry screen and this flow will stop.


Fields

Field Mandatory Type Description
Use Customer AUDDIS Yes Dropdown Selects if a Custom Auddis reference is used for the Mandate. If set to “True” will display the “Custom AUDDIS” field. If set to “False” the system will generate the AUDDIS reference.
Custom AUDDIS Yes Text Box NOTE: Mandatory when displayed. Custom reference that will be used for the AUDDIS reference.
Name of Account Holder Yes Text Box Customer Name for the Bank Account.
Sort code Yes Text Box Sort Code for the Customer Bank Account.
Account Yes Text Box Account number for the Customer Bank Account.
Total Amount Yes Text Box Amount format is a decimal value for ££.pp (10.99). This is the total amount to be paid. This is used in conjunction with “installments” to calculate the payment amounts.
Installments Yes Dropdown Number of installments for the Installment total to be paid over. Options are: “1” - “12”.
First Collection Yes Text Box Date format is YYYY-MM-DD. This is the date the first collection will be taken on.
Collection Day Yes Dropdown This allows the selection, if more than one, of the Client Bank Account (Originator Account) to use for the Mandate / Payment Plan.
Schedule Custom Reference No Text Box This is a text field (Maximum 50 characters) which can be used, optionally, to give a Custom Reference to the schedule. This value, if populated, will be passed to the Payments that get created from the Schedule.


Actions

Action Description
“BACK” Button Returns to the Customer details screen, to allow modification.
“SAVE AND CONTINUE” Button Saves the Bank Account, Mandate and Payment Plan record and moves to the next section of the Wizard.

A summary of the Customer, and the new Payment Plan, is displayed for confirmation.


Actions

Action Description
“RETURN TO PORTAL” Button Closes the Wizard.
“DOWNLOAD PDF” Button Allows the completed Mandate to be saved as a PDF.

Called from the Bank Account detail page, this will setup either a Mandate and a Payment Plan, or a card payment.


If “Card Payment” is clicked the screen will change to the Payment Details entry screen and this flow will stop.


Fields

Field Mandatory Type Description
Use Customer AUDDIS Yes Dropdown Selects if a Custom Auddis reference is used for the Mandate. If set to “True” will display the “Custom AUDDIS” field. If set to “False” the system will generate the AUDDIS reference.
Custom AUDDIS Yes Text Box NOTE: Mandatory when displayed. Custom reference that will be used for the AUDDIS reference.
Name of Account Holder N/A Text Display of Customer Name for the Bank Account.
Sort code N/A Text Display of Sort Code for the Customer Bank Account.
Account N/A Text Display of Account number for the Customer Bank Account.
Total Amount Yes Text Box Amount format is a decimal value for ££.pp (10.99). This is the total amount to be paid. This is used in conjunction with “installments” to calculate the payment amounts.
Installments Yes Dropdown Number of installments for the Installment total to be paid over. Options are: “1” - “12”.
First Collection Yes Text Box Date format is YYYY-MM-DD. This is the date the first collection will be taken on.
Collection Day Yes Dropdown This allows the selection, if more than one, of the Client Bank Account (Originator Account) to use for the Mandate / Payment Plan.
Schedule Custom Reference No Text Box This is a text field (Maximum 50 characters) which can be used, optionally, to give a Custom Reference to the schedule. This value, if populated, will be passed to the Payments that get created from the Schedule.


Actions

Action Description
“BACK” Button Returns to the Customer details screen, to allow modification.
“SAVE AND CONTINUE” Button Saves the Mandate and Payment Plan record and moves to the next section of the Wizard.

A summary of the Customer, and the new Payment Plan, is displayed for confirmation.


Actions

Action Description
“RETURN TO PORTAL” Button Closes the Wizard.
“DOWNLOAD PDF” Button Allows the completed Mandate to be saved as a PDF.

Called from the Mandate detail page, this will setup either a Payment Plan, or a card payment.


If “Card Payment” is clicked the screen will change to the Payment Details entry screen and this flow will stop.


Fields

Field Mandatory Type Description
AUDDIS N/A Text Display of the AUDDIS reference for the Mandate.
Name of Account Holder N/A Text Display of Customer Name for the Bank Account.
Sort code N/A Text Display of Sort Code for the Customer Bank Account.
Account N/A Text Display of Account number for the Customer Bank Account.
Total Amount Yes Text Box Amount format is a decimal value for ££.pp (10.99). This is the total amount to be paid. This is used in conjunction with “installments” to calculate the payment amounts.
Installments Yes Dropdown Number of installments for the Installment total to be paid over. Options are: “1” - “12”.
First Collection Yes Text Box Date format is YYYY-MM-DD. This is the date the first collection will be taken on.
Collection Day Yes Dropdown This allows the selection, if more than one, of the Client Bank Account (Originator Account) to use for the Mandate / Payment Plan.
Schedule Custom Reference No Text Box This is a text field (Maximum 50 characters) which can be used, optionally, to give a Custom Reference to the schedule. This value, if populated, will be passed to the Payments that get created from the Schedule.


Actions

Action Description
“BACK” Button Returns to the Customer details screen, to allow modification.
“SAVE AND CONTINUE” Button Saves the Payment Plan record and moves to the next section of the Wizard.

A summary of the Customer, and the new Payment Plan, is displayed for confirmation.


Actions

Action Description
“RETURN TO PORTAL” Button Closes the Wizard.
“DOWNLOAD PDF” Button Allows the completed Mandate to be saved as a PDF.



Fields

Field Mandatory Type Description
Total Amount Yes Text Box Amount format is a decimal value for ££.pp (10.99).
Custom Reference No Text Box This can be used to give a Custom Reference to the Payment.
Gateway Payment Description No Text Box This can be used to pass a description through to the Payment gateway.
Payment Gateway Profile N/A Text Display of the Payment Gateway ID being used for the payment.


Actions

Action Description
“BACK” Button Returns to the Customer details screen, to allow modification.
“TAKE PAYMENT” Button Moves to the next section of the Wizard.


Fields

Field Mandatory Type Description
Name On Card Yes Text Box Name on the card.
Card Number Yes Text Box Long card number of the card.
Expiry Date Yes Text Box Expiry date of the card.
Security Code Yes Text Box Security code of the card.


Actions

Action Description
“SUBMIT” Button Submits the Card Information to the Payment Gateway.

The card is processed and the results are returned.

The transaction can either be “Successful” or “Failed”.

  • Last modified: 2021/07/27 15:29