Taking Card Payments
From SchemeServe Wiki
It's easy to work with monthly Card Payments within SchemeServe. See the instructions below to get started.
Note: To use this service you will need an account with Sage Pay. Sage Pay.are the card bureau we use with SchemeServe.
[edit] Enabling Card Payments
To start using Card Payments with your customers, you'll first need to enable the service for one of your schemes. Follow the steps below...
- Login with your Administrator account (this is the account you used to first sign up to SchemeServe).
- Navigate to Admin >> Schemes
- Select the scheme for which you'd like to enable Card Payments using the drop-down list in the top left corner.
- Ensure that the "Auto On Cover" box is ticked.
- Ensure that the "Take Payment Automatically" box is ticked.
- Ensure the "Full Premium" tickbox under Payment Types is ticked.
- Ensure the "Card Payment" tickbox under Payment Methods is ticked.
Next, you'll need to enter your Sage Pay account details. Sage Pay are the card bureau we use with SchemeServe.
- Just goto Admin >> Website;
- Then enter your Sage Pay account details in the Sage Pay section.
That's it, Card Payments are enabled!
