Edit View

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. More Information

1) On clicking the “ADD PAYMENT TYPE” button the “Add Payment Type” pop-up dialogue box is displayed.

The “Payment Method” dropdown will show the available Payment Methods that can be added for the record.

2) 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.

For “Card Payment” the following options are available:

Payment Type	Description
Card Payment	Immediately make a single Card Payment to cover the entire amount.
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.
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.
Deferred Only	Set up a card ready for payments to be taken from it. No schedule is created or payment taken from the card.

For “Direct Debit” the following options are available:

Payment Type	Description
Mandate Only	Set up a Mandate ready for Direct Debits to be taken. No schedule is created or payments taken from the account.
Ongoing	Take regular Direct Debit payments, set out by the schedule, with an ongoing amount and no end date to the schedule.
Payment plan	Fixed amount taken over a number of Direct Debit instalments, laid out by the schedule, with a set end date.

3) Select the desired Payment Type from the dropdown box and then click the “SUBMIT” button to dismiss the pop-up dialogue box and to temporarily add it to the record.

4) To permanently save the selection click the “SAVE CHANGES” Button.

“EDIT” Button

Edits the Payment Method to allow the Type to be changed. More Information

1) On clicking the “EDIT” button the “Add Payment Type” pop-up dialogue box is displayed.

2) Depending on the selected Payment Method the “Payment Type” dropdown will reflect the options available.

For “Card Payment” the following options are available:

Payment Type	Description
Card Payment	Immediately make a single Card Payment to cover the entire amount.
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.
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.
Deferred Only	Set up a card ready for payments to be taken from it. No schedule is created or payment taken from the card.

For “Direct Debit” the following options are available:

Payment Type	Description
Mandate Only	Set up a Mandate ready for Direct Debits to be taken. No schedule is created or payments taken from the account.
Ongoing	Take regular Direct Debit payments, set out by the schedule, with an ongoing amount and no end date to the schedule.
Payment plan	Fixed amount taken over a number of Direct Debit instalments, laid out by the schedule, with a set end date.

3) Make the necessary changes and then click the “SUBMIT” button to dismiss the pop-up dialogue box and to temporarily change the record..

3) To permanently save the changes click the “SAVE CHANGES” Button.

“DELETE” Button

Deletes the Payment Type from the Record. More Information

Edit View

Ecommerce Page Setup

Fields

Actions

Payment Types

Actions