Setup

Description

Cash Receipt Numbers Setup

Verify that branches that you wish to process Electronic Payments and Recurring Electronic Payments under are setup for Cash Receipts.

Electronic Merchant Setup

Use this setup to establish a connection with an electronic service provider and to turn on Electronic Payments functionality.

Further, establish which branches have access to Electronic Payments. Only those branches linked to this setup have access to Electronic Payments functionality.

MoversConnect Setup and Administration

For Recurring Electronic Payments:

Verify that the necessary connections are established within MoversConnect and that MoversConnect Setup and Administration side reflects the appropriate values, such as ensuring that the External Identifier for the electronic service provider stored in MoversConnect is set as the External Account Identifier within MoversConnect Setup and Administration. This setting is specifically necessary for the Payment Method Capture process (Capture New Payment Method).

Payment Setup

For Recurring Electronic Payments:

For each billing record your company wish to process Electronic Payments through Recurring Billing Management, update the payment information found within Recurring Billing for each order.

Personnel Setup

Assign users to branches that correspond to the branches set under the Electronic Merchant Setup. For each of these branches, verify that the users have “Full” access to the “Cash Receipts” security module set within their Security Profile Setup record.

Verify that the Report Profile (User tab) assigned to employees allows them access to the cash receipt report (see the Report Profile Setup below).

For Recurring Electronic Payments:

Refer the Security Profile Setup information listed below.

Report Profile Setup

Users must have access to the report that generates from the Print Receipt button within Cash Receipts. Associate the Report Setup record linked to the System Location of “Cash Receipts” to employee Report Profiles (Report Profile Setup).

Security Profile Setup

The Electronic Payments functionality generates Cash Receipts batches, therefore if you wish to allow users to process Electronic Payments, then for each branch specified within Electronic Merchant Setup, verify that each profile has “Full” access to the “Cash Receipts” module. Then, for each of these branches, verify that each particular user has the branch assigned to their Personnel Setup record (through the Branch tab).

For Recurring Electronic Payments:

Cash Receipts Module

If you wish employees to have the ability to access the Cash Receipts module to manually process any billing payments that failed, then verify that they have access to the “Cash Receipts” module for appropriate branches.

To issue a refund or void an electronic payment, users must have the Allow Manager Privileges flag set for appropriate branches as well.

Payment Method Management Module

If you wish employees to access Payment Method Management to update the status of a payment method and account nickname, then grant these users “Full” access to the “Electronic Payment Management” module.

Recurring Billing Generation Module

Users must have “Full” access to the “Recurring Billing Generation” module for at least one branch to gain access to the Recurring Billing Management screen. This also grants user access to the Recurring Payment Processing screen.

Recurring Billing Setup Module

Users must have “Full” access to “Recurring Billing Setup” module for the branch of the order to capture payment information within the Payment Setup tab in Recurring Billing.