Add Merchant¶

Through the Add Merchant page the System Admin role user can create/add a new Merchant.

The default page looks as follows:

The page's Menu consists of following tabs:

1. Profile — Through this page the System Admin can add the merchant's demographic information
2. Security — The Security features like Password expiration etc. and Terms of Use & Privacy Policy for the merchant can be set through this page
3. Payments — In this page the System Admin can set various kinds of settings and Verifications for the merchant
4. Gift Cards — The Gift Cards functionality can be enabled/disabled through this page.
5. Loyalty — The Loyalty information for the merchant can be added in this page
6. Health Care — The Health Care items can be enabled/disabled at the merchant level
7. Invoices — The invoices module for the merchant can be enabled/disabled through this page
8. Products/Services — The Products/services module can be verified through this page
9. Reports — The Reports feature can be enabled/disabled at the merchant level.
10. Graphs & Charts — The Graphs and Charts related to the transactions can be shown/hidden to the users depending on the merchant settings
11. Properties — This page/tab is hidden while adding the user, but will be visible/accessible on the Edit Merchant page.

The Add Merchant page has Cancel and Save buttons.

Clicking on Cancel button will take the user to Merchant Summary page without adding a new Merchant.

Clicking on Save button will save/add a new Merchant.

Profile¶

The default page of the Add Merchant is the Profile page.

The page contain the following elements.

1. Section which displays with the following elements:
   • Merchant Code — The value that is defined will be as a reference in the Merchant Payment URL.
   • Merchant name — Name of the Merchant.
   • Merchant Description — Description of the merchant
   • Employer Identification Number — Employer Identification Number associated to that Merchant
   • Preferred Language — The value that is set will be used as a default language when the application is launched.
   • Industry Type — Drop-down with all the Industry Types options to choose from
   • Display Title — This text is used to display as a Marketing/Branding text in the Email, SMS Notifications and Print options.
   • Merchant URL — This URL is used as part of the Merchant Soft Descriptor which gets displayed in the Cardholder’s Credit Card Statement.
2. Service Location — The merchant's Service Location can be added in the address fields
3. Mailing Address — Mailing Address fields which will be displayed when the User chooses the Non-Electronic Payment Method as their Payment option.
4. Point Of Contact Information — The merchant's Point of Contact with Prefix and Suffix is displayed here along with the Job Title and Department including Phone Numbers, Fax, Email, and Customer Support Information
5. SMTP Settings — The Merchant's BCC Email Address and Abuse Email Address can be entered in this section
6. SMS Settings — SMS Subscription type settings that merchant can use either Free (via SMTP), or Paid via Twilio, Ring Central.
7. Date & Time Settings — The merchant can set the date & time formats as per the requirement from the available Date Format and Date & Time Format settings.
8. API Access — Switch to grant/disgrant the permission to the merchant to use VELA Web Services API before a user can perform any operations using the API.

The Security page can be accessed by selecting the Security tab in the Add Merchant page.

The page contains the following elements:

1. Password Expiration Policy — switch that can enable/disable the Password expiration, if enabled the following fields display
   • Expiration (In Days) — Field to enter the number of days for the password to expire if Password Expiration is enabled
   • Expiration warning (In Days) — Field to enter the number of days prior to password expiration to notify the users that their password is expiring, if Password Expiration is enabled.
2. Multi-Factor Authentication — Section to enable multi-factor authentication for the merchants.
   • One-time Passcode Validity Time Period — Field to enter the time value(in minutes)till which the one-time passcode is valid.
   • Maximum Number Of Failed One-time Passcode Attempts — Field to enter the number of attempts that the user is allowed to enter an incorrect passcode.
3. User Session Idle & Time Out — Section to configure the session timeout settings for the users of the application.
   • Session Idle Time (In Seconds) — Field to set the time for the session status to be in Idle
   • Keepalive Interval (In Seconds) — Field to set how often the Keepalive event should be triggered
   • Session Timeout (In Seconds) — Field to set the amount of time the user has to respond before they have been considered timed out
   • Logout Time For Single Sign On Users (In Seconds) — Field to set the Logout or redirect time for the Guest users.

When the Password Expiration Policy switch is disabled then the users' passwords will never expire, Expiration (In Days) and Expiration Warning (In Days) fields are not displayed.

Payments¶

The Payments page can be accessed by clicking the Payments tab in the Add Merchant page.

The page contains the following elements:

Payments page contains the following elements:

1. Payment Application URL — Field to enter the application's URL which will be used by the Cron Scheduler Job for Email and Text Message Notifications.
2. Default Currency — Currency drop-down to select a default curreny type at the merchant level.
3. Multi-Currency pricing — Multi-Currency pricing option can be enabled/disabled by the System Admin.
4. Allowed Payment Actions — Checkboxes of Pre-Authorization and Sale to select a payment action based on the merchant requirements.
5. Verifications — Under this the following two switches can be seen:
   • Verify Billing Address (AVS) — Switch to enable/disable the verification of the billing address.
   • Verify Card Security Code for Card Not Present transactions, Payment Methods, and Gift Cards — Switch to enable/disable the Verification the Card Security Code while making card not present payments, tokenization, and Gift Card Payments based on merchant's requirements.
   • Billing Email & mdash; Switch to make Billing Email required or optional.
   • Name On Card & mdash; Switch to make Name On Card to be required or Optional while making payments.
6. Payment Tokenization (card/Account On File) — This section has the following elements:
   • Payment Tokenization — The System Admin can enable/disable the feature of saving payment methods for future use i.e., tokenization based on the merchant's requirements.
   • Verify Card Security code — Switch to enable/disable the Card secuiry code feature while tokenizing the cards.
   • Display Last X Days of Payment Tokens — When tokenization is enabled, this field value determines the number of days of tokens to display while making Card On File payments.
   • Payment Tokens Purge — Switch when enabled purges the tokens based on the configurable days set by the merchant, will be hidden if the Tokenization switch is disabled.
7. Card Not Present Transactions — This section has the following elements
   • Card Not Present Transactions — A switch to enable/disable the feature Card Not Present Payments/Refunds.
   • Digital Signature — A switch when enabled, a digital signature is required for the Payments, Signature box will appear on the Make A Payment page
8. Card Present Transactions —: This section contains the following elements:
   • Card Present Transactions — A switch to enable/disable the feature Card Present Payments/Refunds.
   • Switch to enable/disable the Signature feature for the Payment and refunds of Card Present transactions.
   • EMV Complaint Transaction Type — Drop-down to select the EMV transactions complaint type either Strict or Relaxed, if the setting is Relaxed then the user can swipe or insert the card, if it is set to Strict then the user has to insert the Chip cards and cannot swipe.
9. Card Present(Manual Entry Only) — A switch to enable/disable Card Present-Manual Entry Payments and Refunds.
10. Split Payments — Switch to enable/disable the Split Payment capability.
11. Recurring Payments — The System Admin can enable/disable the feature of Recurring payments while making payments according to the merchant's requirements
12. Allow Partial Payments For Invoices — Switch when enabled allows Partial payments for the invoices
13. Installment Payments & mdash; This section contains the following elements:
    • Installment Payments — Switch to enable/disable the Installment Payments.
    • Minimum Number Of Installments — Field to enter the minimum number of installments value when the feature is enabled ex: 2 months.
    • Maximum number of Installments — Field to enter the maximum number of installments value when the feature is enabled ex: 36 months.
14. Customer Summary & mdash; Switch to enable/disable Customer Summary, when enabled the user can see Customer Summary link under the Manage Admin menu
15. Allow Users to Self Enroll — Switch which enables the Sign up functionality for the users. Sign Up button displays on the Login page if the switch is enabled at the merchant level.

16. Surcharges — This section contains the following elements:

    • Surcharges — Switch to enable/disable the Surcharges feature for Payments.
    • Surcharges(In Percentage) — Field to enter the surcharge percentage that needs to applied on the transactions.

17. Allow Payments Without Logging In(Quick Pay) — The System Admin can enable/disable the feature of making Payments without loggin into the application based on merchant's requirements

18. QR Code — A switch to display or hide the QR Code on the Customer Portal.
19. Show/Hide Fields & Sections — The System Admin can enable/disable by toggling the switch to show or hide the Invoice Number, Memo, Folio Information fields and sections, Health Care fields on HSA/FSA payment methods in payments module. This feature shows/hides the related information fields & Sections on the Make A Payment page.
20. Booking/Transaction Number & Check-In Date Rule — this section contains the following elements:
    • Minimum Length — Field to define the no. of min characters that can be entered in the Booking/Transaction number field when enabled.
    • Maximum Length — Field to define the no. of max characters that can be entered in the Booking/Transaction number field when enabled.
    • Number Of Days between Check-In and Current Date — Field to enter the Number of Days between the Check-in and current date that a merchant can allow.
21. Batch Transactions — The System Admin can enable/disable the features of Batch Authorization and Batch Processing for the payments based on the merchant's requirements
22. Reconciliations — This section contains the following elements:
    • Auto Reconciliation — switch to enable or disable auto-reconciliation of the Patient payments with the respective integrated EHR type.
    • Reconciliation Platform Name — Drop-down to select the Reconciliation Platform Name from the available options such as None, AdvancedMD Healthcare, Kareo, NextGen/HPI Healthcare etc.
23. Soft Descriptor Information — Switch to enable the support of Soft Descriptor feature and the related Fields to enter the Merchant' soft Descriptor information, if the switch is disabled then all the fields under this section will be hidden.
24. Convenience Fees — section to enable/disable the feature of Convenience fees. It contains the following elements:
    • Switch to enable/disable the Convenience fees for all electronic payment methods. When enabled the Payment pages shows up with the convenience fees.
    • Credit cards and other forms of Payments — Section to determine the fees type and convenience fees to be applied on credit cards. Displays with the drop-down of Fees type and with the field of Convenience Fees.
    • eCheck, Debit, and Health care cards — Section to determine the fees type and convenience fees to be applied on eCheck, Debit and Health Card cards.
      The Fees Type can be Flat or Percentage depending upon the drop-down value selected at the merchant level.
25. Online Receipts Links Via SMS — Switch when enabled, the users will receive the Transaction Receipts as link via text message notifications.

Gift Cards¶

The Gift Cards page can be accessed by clicking on the "Gift Cards** tab on the Add Merchant page menu.

The page looks as follows and contains the following elements:

1. A switch to enable/disable the Gift Cards module.

Loyalty¶

The Loyalty page can be accessed by clicking the Loyalty tab in the Add Merchant page menu.

The page looks as follows:

1. Loyalty Module — Switch which can enable and disable Loyalty Module for the merchant
2. Initial Rewards Number — field to enter the initial rewards number of the Loyalty Rewards Program

Health Care¶

The Health Care page can be accessed by clicking Health Care tab on the Add Merchant page.

The page looks as follows and contains the following elements:

1. Account Lookup switch to enable or disable the Account lookup of the EHR.
2. Health Care fields on HSA/FSA Payment Methods — Switch to enable the fields related to HSA/FSA Payment methods on the Make A Payment page.

Invoices¶

The Invoices page can be accessed by clicking Invoices tab in the Add Merchant page. The page looks as follows and contains the following elements:

1. Invoices — Switch to enable/disable the Invoices Module.
2. Offline Payment Actions On Invoices — Switch to allow Admin role users to make invoice actions on behalf of customers.
3. Adhoc Invoices — Switch to enable/disable the Adhoc invoice feature, when enabled, the admin user can add invoices on demand via Add Adhoc Invoice option on the Customer Summary page.
4. Late Fees — Switch to enable/disable the Late Fees for the Customers.
   • Late Fees Structure Up to three Tier — Section displays when the late Fees is enabled for the merchant and the Late Fees can be enabled in three different categories.
5. Waive Late Fees — Switch to Waive or unWaive the Late Fees.

Products/Services¶

The Products/Services page can be accessed by clicking Products/Services tab in the Add Merchant page

The page looks as follows:

The System Admin can enable/disable the Products module by toggling the switch in the page.

Reports¶

The Reports page can be accessed by selecting the Reports tab on the Add Merchant page.

The page contains the following elements:

1. A switch to enable/disable the Reports feature for the merchant. When enabled the users can see Reports as a menu item on the navbar.

With the Reports Feature ON, the user can view/download different transaction reports.

The following Report Types are supported.

1. Settled Transactions — All the settled transactions Reports can be generated by enabling this feature.
   • Send Settled Transactions Report via Email — The Report can be sent via email to multiple recipients as an attachment to the email.
2. Summary By Type Report — With this feature enabled the transaction reports can be grouped by various type like Currency, Payment Gateway, Transaction Type etc.
3. Transaction Summary Report — With this feature enabled the transaction reports can be categorized by Success or by Failure.
4. Billing — When Billing feature is enabled, the user can generate Billing Reports for the merchants with Revenue Share by Percentage.

Graphs & Charts¶

The Graphs & Charts page can be accessed by selecting the Graphs & Charts tab on the Add Merchant page.

The page contains the following elements:

1. Switch to enable/disable the Graphs & Charts feature.
2. Default Date Range — Drop-down to select the default range to be shown on the graphs/charts.
3. Display Transaction Revenue in — Drop-down list with different types of Charts list that the user can choose.
4. Group by Payment Methods in — Drop-down list with different types of Charts list that the user can choose to display the Payment methods in groups.
5. Group by Transaction Types in — Drop-down list with different types of Charts list that the user can choose to display the Transaction Types.
6. Group by Products & Services in — Drop-down list with different types of Charts list that the user can choose to display the Products & Services.

After all the pages required data is filled, Save button gets enabled and clicking on Save button the user is returned to the Merchant Summary page with a success message as follows:

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Updated As Of Version 6.0.0.0