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.

When called using the Main Page - Quick Actions Menu the wizard starts by creating a new Customer.
For Bank Accounts, Card Payments, Mandates, Ongoing Payments and Payment Plans the Wizard can be called from the Customer detail page, Bank Account detail page or Mandate detail page.




If the Payment Wizard has been called from the Main Page - Quick Actions Menu, then the first screen will be the customer setup page.


The mandatory Customer detail fields displayed will need to be populated in order to proceed. Please see the list of fields and the requirments below.


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.
Address Line 1 Yes Text Box Maximum 50 characters. First Line of the Customer's Address.
Address Line 2 No Text Box Maximum 50 characters. Second Line of the Customer's Address.
City Yes Text Box Maximum 50 characters. The Customer's City.
Post code Yes Text Box Maximum 10 characters. The Customer's 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.



The above image shows an example of the Wizard displaying the, default, “Direct Debit - Mandate Only” setup screen.
This is displayed when the “PAYMENT WIZARD” button is clicked on the Customer detail page, Bank Account detail page, Mandate detail page, or as the next step from the Main Page - Quick Actions Menu.

Using the Radio Buttons (“Card Payment” or “Direct Debit”) and “Payment Types” dropdown list changes the process flow of the Wizard.
The screen will change to reflect the fields and actions available for that process flow.

The images below show the available Radio Button / Payment Type combination screens.
Please click on the image to see more details.



Card Payment - Single Payment


Used to take a single card payment. No Schedule is created.

Card Payment - Deferred Only


Used to setup a deferred card payment. No Schedule is created.

Card Payment - Ongoing Payments

Used to setup an Ongoing Card Payment Schedule.

Card Payment - Payment Plan

Used to setup a fixed instalment Card Payment Plan.

Direct Debit - Mandate Only


Used to setup a Mandate. No Schedule is created.

Direct Debit - DD Ongoing payments


Used to setup an Ongoing Direct Debit Schedule.

Direct Debit - Payment plan


Used to setup a fixed Direct Debit Payment Plan.

  • Last modified: 2021/09/24 12:35