Page History

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1. Enable EFT Payments at the System level.
2. Add the 'Release Payments' page to the CMS 'Other' menu.
3. Customise the EFT Email template

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1. Login to the CMS.
2. Navigate to 'Settings' --> 'Settings'.
3. Select the 'Orders' tab.
4. Select the 'Credit Cards' tab.
5. Tick 'Allow EFT Payment'.
6. Tick the 'Hold Bpay & EFT Payment' setting if required.
   • Holding EFT payments ensures a Cash Receipt is not created until the payment is released in the 'Release Payments' screen (see How to release EFT and BPAY Payments for instructions).
7. Populate EFT Bank Details:
   • EFT Bank Name
   • EFT Bank BSB
   • EFT Bank Account No
8. Tick 'Enable EFT for Online Orders' (unless EFT should be accepted for Account Payments only).
9. Tick 'Integrate EFT/BPAY Orders Immediately' if required.
   • This enables EFT orders to integrate to PRONTO immediately, rather than being held online until the payment is released via 'Release Payments'.
10. Click 'Update' to save changes.
    
     

2. Add the 'Release Payments' page to the CMS 'Other' menu.  

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1. In the CMS, navigate to 'Users' --> 'Roles'.
2. Select the required role via radio button. 
3. Select the 'Functions' tab.
4. Click 'Modify'.
5. Update the role-based EFT options as required:
   
   • EFT Role Payment Mode:
     • Enable role-based EFT - enables EFT payments for the role, utilising the role-level EFT settings (overriding system settings).
     • Deny EFT to users in this Role - excludes users in this role from accessing EFT payment functionality, even if it is enabled at the System level. 
   • EFT Payment Instructions Template - page type template, example of use shown below- n/a for BPD sites - leave blank.
   • EFT Bank Details Resource Code - the Resource Code for the system resource containing the format string used to render EFT bank details for this role.
   • EFT Bank Name
   • EFT Bank BSB
   • EFT Bank Account No  
6. Click 'OK' to save. 
    

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