The Online Payment site is hosted on the MoversConnect environment and allows a payee to make a payment for an item generated in MoversSuite through the Setup Credit Card/Bank Online Payment screen or through a Recurring Payments.
NOTE: See Online Payments for a broader overview of using online payments. This topic, Online Payment, is named in support of our Online Help policy of naming a topic with the name of screens, as in this case “Online Payment.”
Figure 33: Online Payment site
For information on using this screen, please visit the Online Payments and Recurring Payments topics.
The Online Payment site offers an About and Help page and relates to the Payment Receipt page. Some of the information displaying on these pages is configurable through the Electronic and Online Payments.
NOTE: You can reuse the link sent to you through the original payment email to access this page.
The screen offers additional options when the link is for a Recurring Payments record. For example, there are fields for Invoice Number and Invoice Amount generated during the billing run. Further, there is an option to automatically link a successful payment method to order for future billings.
Figure 34: Online Payment site (without header)
Capturing Payment Methods
If the Online Payment site is being utilized to capture a payment method, then the person only has the option to choose the Payment Method. Initiate the payment capture through the Setup Credit Card/Bank Online Payment screen.
Figure 35: Online Payment site is for payment capture only
Once the payment capture is successfully made through the Secure Payment Form, the person is directed to the Payment Capture Summary page for confirmation.
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.
Technical Field and Function Information
The following table lists the fields and functions available within the Online Payment site. The information available within this site is set through the Setup Credit Card/Bank Online Payment screen.
Field/Function |
Description |
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.
|
Order Number |
If the payment associates to a MoversSuite order, then the Order Number displays.
|
Invoice Number |
The Invoice Number displays in this field when the payment is linked to the invoice.
|
Requested Amount Invoice Amount |
Either the Requested Amount or the Invoice Amount displays, based on whether the payment is linked to an invoice or not. The Requested Amount is the original amount of the item. You can make additional payments up to the Invoice Amount or Requested Amount.
|
Balance Remaining |
The amount of the Requested Amount less any payments already made displays. If one or more payments have already been made, then the option to View Payment Receipt is
|
View Payment Receipt |
View Payment Receipt This option appears when one or more payments have been made on an item. Pressing this link opens the Payment Receipt page. NOTE: You can reuse the link sent to you through the original payment email to access this page.
|
Payment Method |
Payment Method Select which type of method you wish to transfer funds from to make a payment. Additional information is requested through the Secure Payment Form when Next is pressed, such as your credit card number. Options available to you include the following: Credit Card Checking Account Savings Account
|
Payment Amount |
Enter the amount you wish to pay. This amount is in dollar and cents and can be any amount up to the Balance Remaining. A minimum amount that must be made may also be configured.
|
Automatically use this payment method for your future recurring invoices |
Automatically use this payment method for your future recurring invoices If you wish this payment method, credit card or bank account, to be referenced on future payments, then check this option. If checked, a reference to this payment method is saved and tied to the MoversSuite order. On future payments, the method is referenced and the payment is applied automatically. View the current Payment Method of a billing record through the Payment Setup tab.
|
Is it OK to allow your credit card company to approve a smaller amount than what you have entered? |
Is it OK to allow your credit card company to approve a smaller amount than what you have entered? In cases where your credit limit or balance is less than the transaction amount, if you wish for the payment to process up to whatever limit or balance is available on your card or in your account, then check this option. Typically, this is needed if you are using a gift card or a prepaid credit card that has a balance remaining that is less than your payment amount.
|
Approval Code |
You can enter an authorization code from your credit card company or bank to approve a payment. Such is the case where your payment is declined, and the status indicates for you to Call for Authorization (Referral). If you receive this message on the Secure Payment Form (when you press Next), call the institution that you are attempting to process the payment through, such as your credit card company (phone number should be on the back of your card), and request an authorization code. Once you receive this code, you can enter it as the Approval Code on this page, along with other payment information, and process the transaction by pressing Next. Refer to Electronic Payment Reprocessing for further information.
|
Next => Secure Payment Form Pressing Next sends your payment to the Secure Payment Form. Within this form, you enter the specific card number or account information and complete the payment transaction.
Next => Secure Account Information Entry Form If processing a payment capture, as specified within the Setup Credit Card/Bank Online Payment screen, then the Next button includes the Secure Account Entry Form text.
|
Unable to Access the Secure Payment Form
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.
RELATED TOPICS:
Credit Card Capture without Payment
Setup Credit Card/Bank Online Payment