Edit View

Fields

Field	Mandatory	Type	Description
Link Type	Yes	Dropdown	Defines the type of Ecommerce Page. Options are: “I want to generate personalized links for individual customers”, “I want one link that I can send to multiple customers”
Expiry	Yes	Dropdown	Select the expiration of any links generated against the Ecommerce Page. Options are: “Never”, “7 Days”, “3 Days”, “1 Day”. Note: Only when the “Link Type” is set to “I want to generate personalized links for individual customers”.
Name	Yes	Text Box	Descriptive name given to the record
Amount	Yes	Text Box	Decimal number for Amount, for example: “12.34”. Note: Not available when Your Ecommerce Process Provided ID set to “I will provide a schedule ID”.
On Page Description	No	Text Box	Description show on-page when link followed
Return Url	No	Text Box	A custom return page. Payment review details will be sent to this URL
Account Validation Required	Yes	Dropdown	Account validation will be done whilst following the link. Options are “No”, “Yes”. Note: Only available when Client setup to use Account Validation.
Allow non supported banks	Yes	Dropdown	What to do if customer's bank isn't listed during Account Validation. Options are “Manual Entry”, “Reject Order”. Note: Only available when Client setup to use Account Validation.
Branding	Yes	Dropdown	Ecommerce Branding V2 details to be used when following the link
Encryption Key	Yes	Auto-Generated	Auto-generated Encryption Key

Actions

Available actions, subject to permissions, are:

Action	Description
“GENERATE NEW ENCRYPTION KEY” Button	Update the Encryption Key with a newly auto-generated one.
“SAVE CHANGES” Button	Save changes and return to the Detail view page.
“CANCEL” Button	Cancel any changes and return to the Detail view page.

Note: This section is only available when the “Link Type” is set to “I want to generate personalized links for individual customers”.

Fields

Field	Description	Field Option	Option Description
Provided ID	Tells SmarterPay Cloud where to expect an ID from for Link generation	I will provide a customer ID	Link generation needs a Customer ID
		I will provide a bank account ID	Link generation needs a Bank Account ID
		I will provide a mandate ID	Link generation needs a Mandate ID
		I will provide a schedule ID	Link generation needs a Schedule ID
Customer Details Step	Tells SmarterPay Cloud what to do with the Customer details, when link followed	Customer details will be editable	Customer following the link will be allowed to edit the details.
		Customer details will be read-only	Customer following the link will see the details, but not be able to change them.
		The customer details step will be skipped	Customer following the link will not see the details.
Bank Details Step	Tells SmarterPay Cloud what to do with the Bank Account details, when link followed	Bank details will be read-only	Customer following the link will see the details, but not be able to change them.
		The bank details step will be skipped	Customer following the link will not see the details.

Fields

Field	Mandatory	Type	Description
Payment Gateway Profile	Yes	Dropdown	For Card Payments, which Gateway Profile to use. Note: Only when Payment Method has “Card Payment”.
SUN	Yes	Dropdown	For Mandates, Which SUN to connect the Mandate to. Note: Only when Payment Method has “Direct Debit”.
Client Bank Account	Yes	Dropdown	For Mandates, Which Client Bank Account to connect the Mandate to. Note: Only when Payment Method has “Direct Debit”.

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

Note: This section is only available when the Payment Method Type is set to “Ongoing” or “Payment Plan”.

Fields

Field	Mandatory	Type	Description
Description	Yes	Text Box	Description saved onto the Schedule.
Collection Day	Yes	Dropdown	Target collection day for the schedule. Options: “1” - “28”, “Last”.
Collection Period	Yes	Dropdown	This is used to define the period to use for the schedule. Options are: “Weekly”, “Monthly”.
Collection Stretch	Yes	Dropdown	Used in combination with Collection Period to define schedule, for example “1”, where Collection Period is “Month”, would be every 1 month. Options “1” - “12”.
Default Number Of Instalments	Yes	Dropdown	For Payment Plans, default number of instalments to present to Customer. Options “1” - “12”. Note: Only when Payment Method Type is set to “Payment Plan”.
Maximum Number Of Instalments	Yes	Dropdown	For Payment Plans, Maximum number of instalments to present to Customer. Options “1” - “12”. Note: Only when Payment Method Type is set to “Payment Plan”.
Minimum Number Of Instalments	Yes	Dropdown	For Payment Plans, Minimum number of instalments to present to Customer.Options “1” - “12”. Note: Only when Payment Method Type is set to “Payment Plan”.
First Collection Amount	No	Text Box	If different from amount. Note: Only when Payment Method Type is set to “Ongoing”.

Field	Description	Field Option	Option Description
Schedule Step	Tells SmarterPay Cloud what to do with the Schedule details, when link followed	Schedule details will be read-only	Customer following the link will see the details, but not be able to change them.
		Schedule details will be editable	Customer following the link will be allowed to edit the details.
		The schedule details step will be skipped	Customer following the link will not see the details.

Edit View

Ecommerce Page Setup

Fields

Actions

Your Ecommerce Process

Fields

Payment Types

Fields

Actions

Your Schedule Details

Fields