This section provides information on setting up and administrating Electronic and Online Payments functionality for Constellations Payments. Constellation Payments is also known as CSI Pay and will be referred to as such in these instructions.
The following general steps are needed to establish Electronic and Online Payments on your system (followed by details on each step).
1. Contact EWS Group and initiate the request for Online Payments.
2. Setup an account with CSI Pay. Once approved by CSI Pay, EWS Group establishes and verifies initial connection settings and then contacts you when connections are fully functioning.
3. Add/verify that the correct Cash Receipt Payment Type records are established.
4. Add a Note Type for Online Payments.
5. Create or update Electronic Merchant Setup record.
6. Verify and update System Email Setup records.
7. Update Personnel Setup records.
8. Setup MoversSuite orders for Online Payments.
STEP 1: Contact EWS Group
Open a ticket through the support portal indicating that you wish to setup Online Payments with CSI Pay. The portal is available through the Help Desk Login option from the ewsgroup.com website.
STEP 2: Setup a CSI Pay account
Contact the payment processor and request a payment processing account. Contact information is available through the csipay.com.
In your correspondence to CSI Pay, indicate that you are working to establish an account through EWS Group. Also, indicate which payment methods you wish available to your customers. The following options are available:
Credit card payments
Bank checking account payments
Bank savings account payments
For bank account processing, your company must be approved for ACH transactions and the payment processor may request additional information.
Once approved, EWS Group receives an email confirmation with needed account information, including account code and credentials. EWS Group then logs into your system and establishes needed setup and performs an initial test.
STEP 3: Add/verify Payment Types for Cash Receipts
To successfully process cash receipts as electronic payments, the following three types must exist in your system. Verify that the following items are established within the Cash Receipt Payment Type Setup:
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Description |
Field Text |
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Bank Checking |
Banking Authorization |
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Bank Savings |
Banking Authorization |
|
Credit Card |
Credit Card Authorization |
STEP 4: Add an Order Note Type for Online Payments
The application creates order notes for Online Payments related transactions (credit card payments, refunds, etc.). You specify the Note Type for these Notes within the Order Note Type setting within the General tab. You can select from a list of existing types or add one through the Note Type Setup.
Figure 86: Note Type Setup
STEP 5: Create an Electronic Merchant Setup record.
Once EWS Group has established and confirmed Online Payments functionality, you will need complete the settings within Electronic Merchant Setup for the CSI Pay record. The process and fields shown are unique to each payment processor. The image in Figure 87 is specific to CSI Pay.
1. Enter a name for Merchant Name. This can be as simple as “CSI Pay.”
2. Choose Constellation Payments (CSI Pay) for Electronic Service. This prompts the fields required for CSI Pay’s Electronic Merchant Setup.
Figure 87: Electronic Merchant Setup
3. Enter the Merchant Account Code. This was created by CSI Pay and given to EWS Group Support when your CSI Pay account was approved by CSI Pay.
4. Click Add on the new Electronic Merchant Setup record. Authentication credentials can be managed by EWS through MoversConnect when the Use MoversConnect for Authentication box is checked. This box is checked by default when setting up new Electronic Merchant profiles. Clicking Add will start the verification process. (The screen shown is the MoversConnect Api Service screen where it attempts to synchronize your settings with MoversConnect.)
NOTE: For existing Electronic Merchant profiles, the Use MoversConnect for Authentication box must be manually checked to have credentials managed by EWS through MoversConnect. If one or more Electronic Merchant profiles are not checked, the Electronic Merchant Feature Activation Reminder will show.
Further, if the Use MoversConnect For Authentication flag is not set, verify the credentials through the Merchant Credentials and Verify Electronic Merchant Credentials functions. Again, the option of not using MoversConnect for authentication is not recommended.
5. Update the Branch Item listing to associate the branches that you wish to offer Electronic Payments and Online Payments through. You can only access Electronic and Online Payments functionality for orders assigned to branched established within the Branch Item listing. Additional security is also set on personnel records that control which branches they can select for payment assignment (Step 6).
6. Open the Online Payments tab and verify settings. Update the information you wish customers to see within the header of the screen. This includes the Company Name, four lines of text, which can be your contact address, phone number, and website, and the Web Logo. This information is documented within the Online Payments (tab) topic.
Figure 88: Online Payments tab
7. After clicking Save, review your settings through a mock page based on the data by pressing View Sample Online Payment Page. This opens a browser window with all company settings visible.
Figure 89: Sample Online Payment page
STEP 6: Verify and update System Email Setup records
Update the text of messages received by your customers for Recurring Billing and Storage and Electronic and Online Payments for through the System Email Setup.
Figure 90: System Email Setup
In the default message below, a customer receives an email with the Email Subject and Email Message specified. You can update this information as needed. For example, you can choose to display invoice terms and specific contact information.
Figure 91: System Email Setup record
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The method by which emails is configurable. Refer to the Database Mail Setup topic for additional information. Additionally, this utility must be setup and running to utilize the email notifications through the Setup Credit Card/Bank Online Payment screen. |
Refer to System Email Setup for more information.
STEP 7: Update Personnel records
Update Personnel Setup and Security Profile Setup records so that personnel you wish to access Electronic and Online Payments have appropriate privileges.
Electronic Payment Management Security Module
Once Electronic and Online Payments is enabled on your system, all users can access the following through the Accounting Tools Menu:
Setup Credit Card/Bank Online Payment
They can also access the Capture New Payment Method screen through the AutoPay Setup (Recurring Billing) tab, as well.
However, these users can only add records for branches to which they are assigned to the Electronic Payment Management module. Therefore, assign the Electronic Payment Management module to each profile for each branch that you wish people to be able to add records through the following:
Setup Credit Card/Bank Online Payment
Additionally, assignment to this module grants access to the Payment Method Management screen, which allows them to update the payment status and nickname of a payment method assigned to a Billing Record. This module must be assigned to each branch that you wish people to access. Set the Access Type to Full. The Allow Manager Privileges flag has no effect.
Figure 92: Add Security Profile Detail dialog
Recurring Billing Setup Security Module
Since the Payment Method Management screen is accessed through a Billing Record, personnel must also have Full access to the Recurring Billing Setup module as well. This module is not branch specific, therefore a single profile record is all that is needed to access the functionality.
Figure 93: Add Security Profile Detail dialog
Cash Receipts Security Module
Since Electronic Payments generate Cash Receipts batches and utilize other Cash Receipts functions, each person you wish to process payments must have Full access to the Cash Receipts module for each supported branch. Additionally, set the Allow Manager Privileges flag to allow employees to refund and void Electronic Payments.
Figure 94: Add Security Profile Detail dialog
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For this step, the Cash Receipts module must be properly established. Refer to Cash Receipts and Cash Receipt Payment Type Setup topics to know how to setup Cash Receipts on your system. |
Report Profile Records
To generate Cash Receipts, update Report Profile Setup records to assign personnel to the report linked to the Print Receipt button. This corresponds to the Report Setup record with a System Location of Cash Receipts.
Figure 95: Report Setup
To generate invoices for Recurring Billing and Storage, update Report Profile Setup records to assign personnel to the report linked to the View Invoices button within Recurring Billing Management. This corresponds to the Report Setup record with a System Location of Recurring Billing Invoice.
Figure 96: Report Setup
STEP 8: Setup MoversSuite orders for Online Payments
Once all administrative settings are made, update orders to support Electronic Payments and Online Payments and process payments and/or capture payment information to verify connectivity. Verify Browser Security Settings and refer to the Electronic Payments and Online Payments topics for usage information.
Refer to the Electronic Payments Errors topic for a list of common errors and resolutions.
