Make A Payment

Make A Payment is the screen where users enter their payment information and submit payments.

The default Make A Payment screen looks as follows if the Transaction Category of the user has been set up as Card Not Present:

Single Payment

The top portion of the Make A Payment page contains the following elements:

1. Invoice Number — The invoice Number of the Payment
2. Payment Type — Whether the payment is a single or split payment. A single payment uses only one payment method whereas a split payment uses two or more payment methods.
3. Frequency — Whether the payment will occur once or on a recurring basis
4. Amount — The payment amount
5. Currency The currency of the payment
6. Payment Action — drop-down with options of different Payment Actions that are applicable.

The Payment Action drop-down displays with the options of $0 Authorization, Balance Inquiry, Pre-Authorization, and Sale to select from, to perform the transactions as per user's needs.

The Payment Action will be ignored for eCheck and PINless Debit transactions while submitting payment information.

Balance Inquiry option will get displayed only if the Gift Cards Module enabled at the Merchant level and if the User selects Gift Card as a Payment method.

Memo field

A Memo field displays that will allow the user to enter any additional information that they would like to accompany for their payment.

The field would be especially useful for cash, check, and money order payment methods on the Make A Payment screen.

Customer Information

Customer Information section displays on the Make A Payment page after the Memo field and contain the following elements:

1. Customer Name — Field to enter the name of the Customer.
2. Billing Email — Field to enter the billing email address of the Customer to which the payment details are sent when a payment has been made.
3. Re-enter Billing Email — Field to re-enter the billing email address.

If the Booking Information is enabled at the Merchant level, then the users will see and additional field called Group Name under the Customer Information section.

All the above fields are required when the Booking Information feature is enabled at the merchant level. These fields are hidden if the setting is disabled at the Merchant level.

Payer Information

The Payer Information contains the following three radio buttons:

1. Card On File — radio button to be selected if the user wants to make payment(s) with saved payment method
2. Card Not Present — button to be selected if the payments are to be made via Card Not Present
3. Card Present — radio button to select when the user wants to make payment via Card Present

If the Product/Services module is enabled at the merchant level then the Make A Payment page displays with an additional section of Booking Information where the user will select a product/Service from the respective drop-down.

If the Booking Information is enabled and the Product/Services feature is disabled at the Merchant level, then the Booking Information section display as below and contains the following elements:

Transaction Number — Field to enter a transaction number.
Check-In Date — Field to select a Check-In Date from the calendar available.
Check-Out Date — Field to select a Chec-Out Date from the calendar available.
Resort/Cruise — Drop-down with the available Resort/Cruise list to select from.

Credit Card¶

The Payer Information section of the Make A Payment screen for a credit card payment contains the following elements:

1. Payment Method — Credit Card for a credit card payment
2. Card Type — The type of credit card being used for the payment
3. Name On Card — The cardholder's name
4. Card Number — The full number on the front of the credit card
5. Expiration Month/Year — The expiration date (2-digit month and year) of the credit card
6. Security Code — The 3- or 4-digit code on the back of the card

Clicking upon the Review button, the user is taken to the Review Payment page with all the values preserved.

The Review payment screen looks exactly like the Make A Payment screen with the following exceptions:

• All fields are disabled
• Payment Authorization statement displays for all Payments
• The buttons change from Reset and Review to Edit, Reset and Confirm

Confirm & Save will also display only for Payments made via Chase Paymentech, otherwise it will be hidden. Clicking on Confirm & Save button the user confirms the Payment and the card is saved for the future use.
Clicking the Modify button will take the user back to the Make A Payment screen so that the payment details can be modified. All user-entered data will be preserved so that the user will not have to start over.

Clicking the Confirm button will submit the final payment information and the screen looks as below:

Debit Card¶

To make the payment with Debit card, the user has to select Debit Card under the Payment Method drop-down.

The Make A Payment page for a debit transaction looks as follows:

After the entering the Card number field, the user is prompted with a popup called Process as debit or credit? with two radio buttons to select Whether the payment should be run as a debit or credit transaction. This will only display if the card supports being run as either credit or debit.

Clicking upon Review button, the user is taken to the Review Payment page. The screen looks as below:

Clicking upon the Confirm button, the user is taken to the Payment Confirmation page and the screen looks as follows:

eCheck¶

To make an eCheck Payment, the user has to select eCheck under the Payment Method drop-down.

When selected an eCheck Payment, the Make A Payment page looks as follows and the Payer Information section contains the following elements:

1. Payment Method — eCheck for an eCheck payment
2. First Name — The account holder's first name
3. Last name — The account holder's last name
4. Bank Name — The name of the financial institution associated with the bank account/routing number
5. Account Type — The type (Checking, Savings, General Ledger, Corporate Checking) of account to be used in the payment
6. Routing Number — The routing number of the financial institution associated with the bank account
7. Account Number — The full account number
8. Re-enter Account Number — Field to re-enter the Account Number
9. Date Of Birth — Field to enter the Date Of Birth of the user initiating the payment
10. Drivers License Number — Field to enter the Driver's License number
11. Driver's License State/Province — Drop-down to select the driver's license state

Clicking upon the Review button, the user is taken to the Review Payment page. The screen looks as below:

Clicking upon the Confirm button, the user is taken to the Payment Confirmation page and the screen looks as follows:

PayPal¶

To make a PayPal Payment, the user has to select PayPal under the Payment Method drop-down.

The Payer Information section of the Make A Payment screen for a PayPal payment contains the following elements:

Clicking upon the Review button, the user is taken to the PayPal URL to fill in the rquired information like email, card details etc. Upon filling in the details and confirming the same, the user is redirected to the application to the Review Payment page.

Clicking on the Confirm button, the user is taken to the Payment Confirmaton page with all the payment details.

VISA Checkout¶

To make a Visa Checkout payment the user has to select VISA Checkout under the Payment Method drop-down.

The Payer Information section of the Make A Payment screen for a VISA Checkout payment contains the following elements:

1. Payment Method — Payment method drop-down to select Visa checkout
2. VISA Checkout — Button to login to VISA Checkout account and select a card

The user has to select the VISA Checkout button to enter or select the card details.

Upon filling in the payment infirmation, the page looks as follows:

Clicking upon the Review button the user is taken to the Review Payment screen.

Clicking upon the Confirm button, the payment gets confirmed and the Payment Confirmation page looks as below:

Gift Card¶

The payments can also be made by using Gift cards. In order to make a Gift card payment, the user has to select Gift Card under the Payment Method drop-down.

The Payer Information section of the Make A Payment screen for a Gift Card payment contains the following elements:

1. Name On Card — Field to enter the name on the Gift card
2. Card Number — Field to enter the Gift card number
3. Card Security Code(CVD)PIN — Field to enter the 4 digit PIN number of the gift card

After filling in all the required fields, clicking upon the Review button, the user will be taken to the Review Payment page.

Clicking upon the Confirm button, the user is taken to the Confirmation page where all the payment details can be seen.

Non-Electronic Payment Methods¶

Payments can also be made via Non-Electronic Payment Methods like Cash, Money Order, Paper Check etc.

Cash¶

Money Order¶

Paper Check¶

Payment Confirmation¶

The Payment Confirmation screen displays after a user submits a payment and contains the following elements:

1. Email, Text message, and Print buttons for the user to email, text message, or print the transaction information
2. Payer Information — Card/account information and the amount of the payment
3. Payment Response — Payment-related information that comes back from the payment gateway
4. Billing Information — Billing Information associated with the card/account or user
5. Other Information — Other payment-related information without a specific category
6. Customer Information — Customer Information which includes customer details, Invoice Number etc.
7. Payment History — Link to go the Payment History screen
8. Make another Payment — Button to go Make A Payment screen to make another Payment

For Cybersource Payments an additional Authorization consent agreement checkbox for saving the card or account to the user's account and Save Card Button, which is disabled by default and gets enabled when the user checks/selects the checkbox are displayed.

Clicking the Authorization Consent Agreement link will pop up the terms and conditions of saving a card or account for use in future payments.

The Save Card button will only be enabled if the user agrees to the terms and selects the checkbox.

Clicking the Save Card button will save the user-entered card/account information for future use and will take the user to the Manage Payment Methods screen.

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Edge Case(s)¶

NetConnect

Make A Payment page looks like slightly different when the Payment Gateway is Chase Paymentech Netconnect and the user's associated channel's Industry type is eCommerce. An additional drop-down called as Goods Purchase Type get displayed and the screen looks as below.

The user has to select the related value from the drop-down.

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Updated As Of Version 5.0.0.8