Electronic and Online Payments Setup (CSI Pay)

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 within Note Type Setup.

5.   Create or update Electronic Merchant Setup record using Electronic Merchant Setup (CSI Pay).

6.    Verify and update System Email Setup records.

7.    Update assorted Setup records and 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 (also ask for ability to process partial payments and partial refunds, if needed)

Bank checking account payments

Bank savings account payments

Authorizations

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:

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 78: 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. Instructions specific to CSI Pay (PYXiS) are detailed within Electronic Merchant Setup (CSI Pay). The process and fields shown are unique to each payment processor.

1.    From Electronic Merchant Setup, click Click here to add a new Electronic Merchant.

2.    Continue to set information using detailed instructions found within Electronic Merchant Setup (CSI Pay).

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 79: 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 80: System Email Setup record

Refer to System Email Setup for more information.

STEP 7: Update Setup records and Personnel Setup records, accordingly.

The following four areas need to be updated to allow users to access to Electronic and Online Payments:

•    Payment Management Security Module

•    Recurring Billing Setup Security Module

•    Cash Receipts Security Module

•    Report Profile Records

Details on each of the four setup areas required are detailed below:

Electronic Payment Management Security Module

Setup Areas: Security Profile Setup and Personnel Setup

This module requires the following setup:

A.    Set the Security Profile Setup record to include the Electronic Payment Security Detail and a Branch.

B.    Then ensure that the user’s Personnel Setup record is set to the Security Profile from Step 1.

Step A: From a Security Profile Setup record, click Click here to add a new Security Profile Detail. From the Add Security Profile Detail screen, enter the following (as shown in Figure 81) and then click Add:

Figure 81: Add Security Profile Detail screen

Notice Figure 82 that the “Administrator” Security Profile Setup record has been set with the Electronic Payment Management Security Module for the EWS branch. Note that every branch a user needs to have access to regarding Electronic Payments will need its own Security Profile Detail on that record.

Figure 82: Electronic Payment Management Security Module is assigned to Administrator Security Profile Setup record.

Step B: Check that a user’s Personnel Setup record, as shown below, is set with the Administrator Security Profile to ensure access to the Electronic Payment functionality.

Figure 83: Administrator Security Profile is assigned tho this Personnel Setup record.

Once Electronic and Online Payments is enabled on your system, users assigned to this module can access the following through the Electronic Payments Menu and the Capture New Payment Method screen through the AutoPay Setup (Recurring Billing) tab:

Credit Card/Bank Payment or Authorization

Setup Credit Card/Bank Online Payment

Recurring Billing Setup Security Module

Setup Area: Security Profile Setup

Like the Electronic Payment Management Security Module described above, users needing this type of access require updates within Security Profile Setup. 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 84: Add Security Profile Detail dialog

To continue with the example in this Step 7, this Recurring Billing Setup Security Module was added to the Administrator Security Profile.

Cash Receipts Security Module

Setup Area: Security Profile Setup

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 85: Add Security Profile Detail dialog

To continue with the example in this Step 7, this Cash Receipts Security Module was added to the Administrator Security Profile.

Report Profile Records

Setup Area: Report Profile Setup

To generate Cash Receipts, update Report Profile Setup records, which are assigned to 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 86: 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 87: 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.