You can generate payments in MoversSuite that a payee can process through a secured Online Payment website. The pages associated to the Online Payment site are customizable for each company through the Electronic Merchant Setup.
Figure 15: Online Payment site
You can create the payment through the Setup Credit Card/Bank Online Payment screen through the Setup Online Payment option from the Accounting Tools Menu.
If you access the Setup Credit Card/Bank Online Payment screen on an order or customer record, then the payment automatically links to the order or customer.
Figure 16: Setup Credit Card/Bank Online Payment
All information can be updated except for the Order Balance, Customer Balance and Invoice Number. The balance fields indicate what is open for AR on the order or the customer record. Set the Max Payment Amount to the amount you wish the payee to pay and set the Email Address(es) accordingly. Separate multiple email addresses with a comma or semi-colon.
If you open the Setup Credit Card/Bank Online Payment screen without an open order or customer, such as when opening the screen from the Contents Screen or through AR Credit & Collections, then Order Number, Shipper Name, and Customer may not be set. This allows you to create a payment without tying it to the missing information.
Figure 17: Setup Credit Card/Bank Online Payment screen with no default data
When you press the Setup Online Payment button, an email is sent out to the recipient with a link to the Online Payment site. The content of the message is customizable through the System Email Setup. The following is an example of the default message. When the customer receives this email, they can review the information and press here to open the payment link.
Figure 18: Sample email with payment link
Once the payee receives the email and opens the link, they are directed to the Online Payment site, where they can complete the payment. This site is hosted through MoversConnect.
Figure 19: Online Payment site
The payee uses the Online Payment site by confirming the read-only (greyed-out) information and entering their choice for the available options. Refer to the Online Payment topic for detailed field descriptions.
Once they choose options and press Next -> Secure Payment Form, the application directs them to the Secure Payment Form. This form is a secured payment site linked directly to Constellation Payments (CSI Pay).
Figure 20: Secure Payment Form
NOTE: If you, or your customers, are unable to open the Secure Payment Form, and receive a message back from your browser indicating that page cannot be displayed, then you are most likely not using a browser that supports TLS 1.2 encryption protocol. Refer to the Browser Security Settings topic for more information.
The option to Charge Credit Card or Charge Account are available to finalize the fund transfer after requested information is entered.
Once the payment is processed, the Payment Receipt page appears. All information regarding the payment, including the option to Print Receipt are available.
Figure 21: Payment Receipt page
If a payment was made and the Balance Remaining is greater than zero, then an additional option is presented to Make Additional Payments (Figure 22). A payee can make multiple payments on a payment item up to the limit set within Electronic and Online Payments Setup. There is also an administrative option for the minimum amount that a payment can be, such as $5.00.
Figure 22: Payment Receipt with Make Additional Payments option
In MoversSuite, transactions for the payment is recorded as a cash receipt. The Reference Number of the online payment and other pertinent information is inserted as a Note on the cash receipt, which is visible within the Cash Receipts module.
Figure 23: Cash Receipts
The cash receipt is also included in a batch for Electronic Payments for each branch of service. These batches automatically show as In Process within Payment Management. In the example above (Figure 23), the batch that the receipt shows under is Electronic Payments 1620 for branch associated to the receipt. Any other Electronic Payments associated to branch 1620 are also included in the daily batch.
The cash receipt for is treated as any other cash receipt and you can print, void, and refund the electronic payment as well. Refer to the following topics to learn more about handling the cash receipt for Online Payments:
Electronic Payment Reprocessing
Electronic Payment Void Receipt
A note is also attached to the order if the payment links to a specific order record. The note is of a type specified through the Order Note Type within Electronic and Online Payments Setup and includes the details of the transactions made for the payment.
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