Field/Function

Description

Order Number

If the payment associates to a MoversSuite order, then the Order Number displays.

Change Order

Pressing this button opens the Find allowing to choose a different order to associate to the payment. The Order Number and Shipper Name display data from the order currently associated to the payment.

Shipper Name

If the payment links to a MoversSuite order, then the name associated to the order displays. This information pulls from the Name, Address, Phone tab.

Customer Number

If the payment associates to a MoversSuite customer, then identifier of the customer displays. This data pulls from the Customer set on the order within the Billing Information tab.

Set Customer

This feature allows you to associate the payment to a specific customer through the Customer Find.

Associate a branch by choosing one from the list of those that support online payments. By default, the application sets the branch to that which is set on the order, unless it is not a supported branch.

The list of branches that support Electronic Payments are those set within the General tab of Electronic Merchant Setup.

Description

The description is utilized when the payment generates and is incorporated into the Reference Number of the Online Payment and the Note of the cash receipt. The application defaults this text to include the Order Number, Shipper Name, and Customer, if set on the payment. You can update this information (up to 255 characters).

Online Link Type

This option determines what type of hyperlink is created when Setup Online Transaction is pressed. The selected option also determines which other settings are available (detailed below). The options include the following:

Electronic Payment

Select this option if you wish the shipper and/or customer to receive an email contain a hyperlink to the Online Payment site. The email is sent to the address specified as the Email Online Link To address(es) and you must specify a Max Payment Amount, as well.

Capture Credit Card Info

If you wish to capture the credit card or bank account information from the shipper and/or customer for future payments, i.e. storage billing, then set this option. The application sends a hyperlink to the email address(es) specified through the Email Online Link To option.

There is no charge sent or applied to the customer through this option. The application simply retains token information to process during a follow-up billing, such as the final invoice billing.

NOTE:

The Online Payment site provides an option to retain the payment method for future use as well.

NOTE:

The capture process does not send a dollar amount. What this process does is send the customer the email requesting that they provide their card information. This is emailed to them. Once verified, the MoversSuite user can then charge the card when the move completes for the amount of the move. Your customer receives an email with the cash receipt of the payment. Your customer only sees the final billing amount.

Electronic Payment

The following four settings are available when Online Link Type is set to Electronic Payment. The application sends the link to the email address(es) specified through the Email Online Link To setting. Other options available including the option to set the maximum payment amount that can be made through this single payment.

Order Balance

The current amount outstanding for accounts receivables on the order displays. This data is also visible on the order through the AR Balance Summary within the Summary tab.

Customer Balance

Current open account receivables for the customer for all orders displays. This information is also available through the AR Credit & Collections module.

Invoice Number

If the payment links to a Recurring Billing and Storage run, then the Invoice Number associated to the run displays. Currently the system does not support online payments for Recurring Billing and Storage.

Max Payment Amount

Provide the amount you request for the payment. The payee can make one or more payments up to the amount set in this field. This becomes the Requested Amount within the Online Payment site.

Attach Card to this Customer

This option allows you to assign the payment method to the Customer set for the order in addition to the Shipper. The Shipper is linked to the payment method if they choose to set the option within the Online Payment site to retain card for future use; this option instructs the application to also attached the method to the Customer.

Once a payment method is captured, it is available for assignment to billing items through the Payment Setup tab and through the Credit Card/Bank Payment screen.

Email Online Link To

Enter one or more email addresses to send the message containing the payment or capture hyperlink (up to 255 characters). Separate email addresses with a comma or semicolon. This option defaults to the email address set for the order within the Name, Address, Phone tab or Contacts and Locations tab.

Separate email addresses using a comma (,) or semicolon (;).

The email sent when you press Setup Online Payment includes a link to the Online Payment site for this specific payment or card capture. This option is available when the Request Email When Online Payment is flag is checked.

Request Email when Online Payment is Received

Request Email when Online Payment has been Captured

Check this flag to send an email message to one or more recipients specified within the Notification Email(s) setting. The email is a notification of when a payment has been successfully made or when the payment has been captured. The text of the message is determined through System Email Setup (referenced as the Online Card Info Received and Online Capture Link options).

Notification Email(s)

Enter the email address or addresses for those you wish to receive the email notifications (up to 255 characters). Separate email addresses with a comma or semicolon. This setting defaults to the Email Address set within the General tab of your Personnel Setup record. Separate multiple email addresses with a comma (,) or semicolon (;).

This setting is available when the Request Email When Online Payment Is flag is checked (above).

The email notification is sent as a separate email from the payment or capture request email sent to the payee. The message is customizable through the System Email Setup (referenced as the Online Card Info Received and Online Capture Link options) and is sent when the payment as been successfully made or when the payment has been captured.

Setup Online Payment

Once all pertinent information is entered, press this button to generate the online payment. An email is sent out to the recipient set through the Email Address(es) setting. Refer to Online Payments for more on usage of this screen.

Cancel

Press this button to close the screen without generating an online payment.