Excerpt | ||
---|---|---|
| ||
Configure CSS to accept EFT payments from online users. |
Overview
Electronic Funds Transfer (EFT), is a commonly accepted form of payment online, particularly for B2B customers. Using this guide, Customer Self Service can be configured to accept EFT payments from online users.
- Enable EFT Payments at the System level.
- Add the 'Release Payments' page to the required menu(s).
Info |
---|
If your site is running on the Best Practice Design (BPD) framework, refer to this document instead: EFT Payments on CV ecommerce |
Step-by-step guide
- Enable EFT Payments at the System level:
- Login as an Administrator.
- Navigate to 'Settings' --> 'Settings' (/zSettings.aspx).
- Click the 'Orders' tab.
- Click the 'Credit Cards' tab.
- Confirm the site is configured to accept credit card payments (If these are not accepted, EFT payments can't be either).
- Tick the 'Allow EFT Payment' setting.
- 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).
- Populate EFT Bank Details:
- EFT Bank Name
- EFT Bank BSB
- EFT Bank Account No
- Tick the 'Enable EFT Order Payment Option' setting (unless EFT should be for Account Payments only).
- Tick the 'Auto Integrate BPAY EFT Order Payments' setting if required.
- Automatically integrating EFT payments means the sales order will not be held until the payment is released via 'Release Payments'.
- Click the 'Update' button to save changes.
2. Add the 'Release Payments' page (ReleaseCustPayments.aspx) to the required Role menu. Refer Adding a new menu item for instructions.
Info |
---|
Customers with credit card payments enabled will now have the EFT option available to them as well. See How to enable Credit Card payments for customers for further information. |
Optional Settings
It may be desirable to deny EFT access to certain roles, leaving them with credit card payment options only. This can be configured at the role level.
Warning |
---|
Keep in mind that Role settings will override the System settings. |
...
To Update Role Level EFT Settings:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Role Management' (/zRoles.aspx).
- Select the required role via radio button.
- Click the 'Functions' tab.
- Click 'Modify'.
- Update the values for Role Based EFT Options as required:
- EFT Role Payment Mode:
- Enable role-based EFT - enables EFT payments for the role, utilising the settings at role level (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
- EFT Bank Details Resource Code - the Resource Code for the Resource containing the format string used to render EFT bank details for this role.
- EFT Bank Name
- EFT Bank BSB
- EFT Bank Account No
- Click 'OK' to save.
Custom templates can also be assigned if required, which override the system defaults.
...
- Login as an Administrator.
- Navigate to 'Content' --> 'Assign Default Templates' (/zAllocate.aspx).
- On the 'Defaults' tab, update the following as required:
- EFT Payment Instruction Template - page type template, example of use shown below.
- EFT Order Payment Instruction Template - email template, example of system default shown below.
- Click the 'Update' button to save changes.
...
Related articles
Content by Label | ||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|