Creating / Editing A Record


Fields

Field Mandatory Type Description
Name Yes Text Box User friendly name given to the Branding Page record.
Payment Gateway Profile No Dropdown Payment gateway profile to use for card payments taken from the E-Commerce Wizard.
Collection Period No Dropdown This is used to define the period to use for the schedule. Options are: “Monthly”, “Weekly” & “Yearly”.
SUN Yes Dropdown Service User Number to use when creating Mandates in the E-Commerce Wizard.
Collection Day No Dropdown This is a dropdown box used to define the day of the Month to use for a Payment Schedule in the E-Commerce Wizard. For a Collection Period set to Weekly this field is ignored, as the next run will be 7 days after the last run. Collection days are altered to the next banking day when they fall on a non-banking day. Options are: “1” - “28” & “Last Day”.
Client Bank Account Yes Dropdown Client Bank Account to use when creating Mandates in the E-Commerce Wizard.
Collection Stretch No Dropdown Used in conjunction with Collection Period to define the schedule interval, for example a stretch of “1” on a Collection Period of “Monthly” is every month. Options are: “1” - “12”.
Maximum Number Of Instalments No Dropdown Maximum number of installments that can be selected for a Payment Plan in the E-Commerce Wizard. Options are: “1” - “12”.
lock Customer Detail No Checkbox When checked prevents an existing customer's details being updated using the E-Commerce Wizard.
Minimum Number Of Instalments No Dropdown Minimum number of installments that can be selected for a Payment Plan in the E-Commerce Wizard. Options are: “1” - “12”.
Branding Yes Dropdown Branding to be used in the E-Commerce Wizard.
Default Number Of Instalments No Dropdown Default number of installments selected for a Payment Plan in the E-Commerce Wizard. Options are: “1” - “12”.


Actions

Available actions, subject to permissions, are:

Action Description
“SAVE CHANGES” Button Saves the record and returns to the Detail view.
“CANCEL” Button Discards any changes and returns to the Detail view.


The Payment Types setion of the Record determines what options are displayed to the customer in the E-Commerce Wizard.


Actions

Available actions, subject to permissions, are:

Action Description
“ADD PAYMENT TYPE” Button If there are available Payment Types that can be added to the record this button is displayed. Clicking the button allows the addition of a Payment Type - see section below.
“EDIT” Button Edits the Payment Method to allow the Type to be changed.
“DELETE” Button Deletes the Payment Type from the Record. The record still needs to besaved using the “SAVE CHANGES” Button on the “Ecommerce Page Setup” section.



Step 1

Clicking “ADD PAYMENT TYPE” Button opens a dialogue to allow the adding of a Payment Type to the record.
The “Payment Method” dropdown will show the available Payment Methods that can be added for the record.
Selecting the desired Payment Method will update the “Payment Type” dropdown to reflect the options for that Payment Method. Note: Only one of each Payment Method is allowed per Ecommerce Page record.


Step 2

Select the desired Payment Type from the dropdown box and then click the “SUBMIT” button to temporarily add it to the record.
To permanently save the selection click the “SAVE CHANGES” Button.


Payment Type Options
Payment Method Payment Type Description
Card Payment Card Payment Immediately make a single Card Payment to cover the entire amount. "Card Payment - Card Payment" WIKI Page.
Card Payment Ongoing Take regular card payments, set out by the schedule, with an ongoing amount and no end date to the schedule. The first payment can be taken immediately or deferred. "Card Payment - Ongoing" WIKI Page.
Card Payment Payment Plan Fixed amount taken over a number of instalments, laid out by the schedule, with a set end date. The first payment can be taken immediately or deferred. "Card Payment - Payment Plan" WIKI Page.
Card Payment Deferred Only Set up a card ready for payments to be taken from it. No schedule is created or payment taken from the card. "Card Payment - Deferred Only" WIKI Page.
Direct Debit Mandate Only Set up a Mandate ready for Direct Debits to be taken. No schedule is created or payments taken from the account. "Direct Debit - Mandate Only" WIKI Page.
Direct Debit Ongoing Take regular Direct Debit payments, set out by the schedule, with an ongoing amount and no end date to the schedule. "Direct Debit - Ongoing" WIKI Page.
Direct Debit Payment plan Fixed amount taken over a number of Direct Debit instalments, laid out by the schedule, with a set end date. "Direct Debit - Payment plan" WIKI Page.
  • Last modified: 2023/01/26 12:21