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| − | == Automated Payment == | + | =This Content Has Moved House= |
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| − | === Introduction ===
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | For customers who are signed up for the Emersion Payment System (aka '''EPS'''), automated payment details may be configured on a per-customer basis.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
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| | + | [https://resources.emersion.com/display/EKB/Automated+Payments Take me to the Emersion Knowledge Base article] |
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| − | At 10am daily, our '''AutomatedPayment''' process runs and acts on all of your children accounts based on a set of criteria being met...
| + | [[file:new_home_sm.jpg|900px]] |
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| − | For each account that has valid automated payment info, '''AutomatedPayment''' executes the following steps:
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| − | * Check if the current account has an incomplete payment. If it has an incomplete payment, exit. Incomplete payments are listed as a ''Pending Payment'' in the Cumulus UI.
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| − | * Check if the account has any outstanding invoice(s). If none exist, exit.No automatic payment will be taken.
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| − | * Check if the account has a default payment method. If no, exit.
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| − | * Determine the account's Automated Payment Terms - See below definitions
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| − | * Loop through all outstanding invoices for the account
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| − | * Check if the current invoice needs to be paid based on the automated payment terms. If yes, add outstanding amount.
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| − | * Check if the amount is greater than minimum payment limit. If not, exit.
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| − | * Generate a payment. (Notes: if the payment method is credit card, we need to get credit card sub-type from EPS, which may cause payment failure.)
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| − | <br />
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| − | ----
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| − | === Automated Payment Configuration ===
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| − | <gallery caption="Screenshots" perrows="6">
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| − | Image:AutomatedPayment_001.png|Automated Payment - Initial Page
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| − | </gallery>
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| − | <br style="clear:both"/>
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| − | Initially, your customer will ''not'' have any automated payment details configured. You will need to navigate to: <br />
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| − | <code>Customers > Customer List > (Select a customer) > Payment Methods (tab)</code> to make the following changes.
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| − | * Important fields are listed & described below...
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| − | ; '''Status'''
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| − | :Various Automated Payment ''Status'' options are available for you to select. You can set ''Enabled'' (as long as you have configured a ''Payment Type'' (listed below)
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| − | {| border="1" style="border-width: 1px; border-style: solid; border-color: #000; padding: 0"
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| − | |+ Payment Type Options & Descriptions
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| − | ! Option !! Description
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| − | | Disabled || ''No'' automated payments will be taken using this status. This is the '''Default''' option
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| − | |-
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| − | | Enabled || Automated Payments will be enabled and be taken using the above criteria and below terms
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| − | |-
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| − | | Suspended || An alternative to ''Disabled'' above. ''No'' automated payments will be taken
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| − | |-
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| − | | Suspended By System || When the ''AutomatedPayment'' process receives an error 3 consecutive times (days, currently) the system will automatically ''Suspend'' automated payments for this customer. You can check the ''Failed Payments'' (Finance > Accounts Receivable > Failed Payments) to determine the errors. Once the problem has been resolved, you may manually set this customer's automated payment status back to ''Enabled''. (For example: Credit Card expired. System fails payment 3 times. Credit card expiry number updated in Cumulus. Status returned back to ''Enabled''. Automated payments continue from the following day's run of the ''AutomatedPayment'' process)
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| − | |}
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| − | ; '''Payment Type'''
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| − | :This setting will tell the Emersion Payment System (EPS) to use one of the available payment methods that you have access to (Please contact Emersion Support if you do not have access to basic Credit Card and/or Direct Debit)
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| − | {| id ="automatedpayment_terms" border="1" style="border-spacing: 0; border-width: 1px; border-style: solid; border-color: red; padding: 0"
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| − | ; '''Min. Payment Amount ($)'''
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| − | :This is the amount (in dollars ($) - inc TAX) that ''EPS'' uses to determine a minimum amount that is due for payment that must be reached for this condition to be true.
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| − | ; '''Automated Payment Terms (Days)'''
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| − | :This is the amount of days past the ''DUE DATE'' of the latest approved invoice. A value of ''0'' here will mean the condition returns true on the day the invoice is due.
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| − | <sub>Note: Both of these option values will determine whether an automated payment is taken or not</sub>
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| − | |}
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| − | ; '''Automated Payment Failure Count'''
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| − | :On each run of the ''AutomatedPayment'' process that fails for a particular credit card
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| − | {| border="1" style="border-width: 1px; border-style: solid; border-color: #000; padding: 0"
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| − | |+ Examples (Assuming payment details are configured, payment method is set & status is enabled)
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| − | ! Outstanding Invoices? !! Min Payment Amount? !! Terms? !! Result?
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| − | | No || N/A || N/A || Automated payment will <u>NOT</u> be taken
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| − | | Yes|| ''null'' || 3 || Automated payment <u>WILL</u> be taken for any outstanding amount - but only 3 days after the due date
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| − | | Yes || $10 || 0 || Automated payment <u>WILL</u> be taken on the day the invoice is due - but only if the outstanding amount is $10 or greater
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| − | | Yes || $50 || 1 || Automated payment <u>WILL</u> be taken - but only 1 day after the invoice is due '''AND''' the outstanding amount is $50 or greater
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| − | |}
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| − | <br />
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| − | ----
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| − | === Credit Card Details ===
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| − | <gallery caption="Screenshots" perrows="6">
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| − | Image:AutomatedPayment_002.png|Automated Payment - Credit Card Details
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| − | </gallery>
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| − | <br style="clear:both"/>
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| − | A fairly generic credit card entry screen is displayed for the input of credit card details. There is input validation on the card number entered, as well as on the CVV (per card type - ie. you cannot use a 6 digit CVV for a Visa card). Capturing the customers CVV is ''NOT'' mandatory & is for your own security purposes.
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| − | Important fields to note relate to...
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| − | {| id ="automatedpayment_charges" border="1" style="border-spacing: 0; border-width: 1px; border-style: solid; border-color: red; padding: 0"
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| − | ;'''Finance Charges(%)'''
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| − | :If a value exists, this will determine the percentage (%) of the total transaction amount that will be added to the customers next invoice as a cardline.
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| − | ;'''Finance Charges($)'''
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| − | :If a value exists, this will determine a specific dollar ($) amount that will be added to the customers next invoice as a cardline.
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| − | |}
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| − | Example: Some providers will usually opt for a small percentage surcharge on MasterCard to recover surcharge costs from their merchant.
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| − | '''''Note:''' The finance charges fields are inherited from your own account settings. The UI does not currently allow for you to configure your 'base' settings yourself. Please contact [mailto:emesupport@emersion.com.au Support] should you wish to have these settings enabled''
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| − | ----
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| − | === Direct Debit Details ===
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| − | <gallery caption="Screenshots" perrows="6">
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| − | Image:AutomatedPayment_003.png|Automated Payment - Direct Debit Details
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| − | </gallery>
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| − | <br style="clear:both"/>
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| − | Finance Charges are the same [[PaymentInfo/AutomatedPayment#automatedpayment_charges|as above]].
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| − | <br />
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| − | ----
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| − | === BPAY Details ===
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| − | <gallery caption="Screenshots" perrows="6">
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| − | Image:AutomatedPayment_004.png|Automated Payment - BPAY Details
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| − | </gallery>
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| − | <br style="clear:both"/>
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| − | Although BPAY does not specifically contact any external gateway to perform payments, we have included this payment option (and it's configuration) under our Automated Payment system.
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| − | Finance Charges are the same [[PaymentInfo/AutomatedPayment#automatedpayment_charges|as above]].
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| − | <br />
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| − | ----
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| − | [[Category:PaymentInfo]]
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
