Difference between revisions of "Taking Card Payments"

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[[image:SagePay_Logo.png|thumb]]
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You can easily take card payments using SchemeServe. In order to do so you will first need a [http://www.sagepay.com Sage Pay Account]. Sage Pay is the card processing bureau that is used with the SchemeServe system.
  
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 [http://www.sagepay.com Sage Pay]. Sage Pay are the card bureau we use with SchemeServe.
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'''Note:''' Sage Pay is not enabled at a site level but instead is turned on/off at the Scheme level. So if you have multiple schemes you wish to take card payments on you will need to activate Sage Pay on each of them.
  
Sage Pay is set up at site level but is turned on / off at Scheme set up. So if you have multiple schemes you can choose which ones take payments via SagePay.
 
  
To set up Sage pay please [http://support.admnetwork.com/tickets/new raise a support ticket] and provide us with your SagePay vendor name. If you don't have a SagePay account or vendor name contact support and we will help you to get this set up.
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If you wish to set up Sage Pay in SchemeServe then you will need to [http://support.admnetwork.com/tickets/new raise a support ticket] and provide us with your SagePay vendor name. If you don't have a Sage Pay account or you don't have your vendor name you can contact our support to help you set this up.
  
We advise that you work with Sage to set up any security checks or rules you may want or need on your sage account. While this is not something that ADM set up it is something that is usually available with your sage account.
 
  
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'''Note:''' You should work directly with Sage to set up your security rules on your Sage account. This is not something that ADM will normally do for you.
  
  
 
== Enabling Card Payments ==
 
== Enabling Card Payments ==
  
[[image:EnablingCardPayments.png|thumb|Enabling Card Payments]]
 
  
'''To start using Card Payments with your customers, you'll also need to enable the service for at least one of your schemes.  Follow the steps below...'''
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Before you begin this process please make sure that your SagePay card payment details have been added to the account.
  
# Login with your Administrator account (this is the account you used to first sign up to SchemeServe).
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#Log in to SchemeServe as an Administrator
# Navigate to Admin >> Schemes
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#Click on the '''Admin Tab'''
# Select the scheme for which you'd like to enable Card Payments using the drop-down list in the top left corner.
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#Click on the '''Schemes Icon'''
# Ensure that the "Auto On Cover" box is ticked.
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#Click on the Scheme you wish to enable card payments for
# Ensure that the "Take Payment Automatically" box is ticked.
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#Tick the '''“SagePay Card payment for whole premium” Box''' (if not already ticked)
# Ensure the "Full Premium" tickbox under Payment Types is ticked.
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#Or '''Tick the Monthly Payments Box''' and then configure the options for initial payments/deposits, credit ceiling, and free cover (see video tutorial for more details)
# Ensure the "Card Payment" tickbox under Payment Methods is ticked.
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#Click '''Save Changes''' to save your changes and enable card payments
  
  
Please see the Help Guide article on Extensions below for full Card Processing Costings and set up details
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== Video Tutorial ==
  
== See Also ==
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* [[Extensions]]
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<html>
* [[Using Direct Debit]]
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<iframe width="640" height="360" src="http://www.youtube.com/embed/3_0tAQbt6tM" frameborder="0" allowfullscreen></iframe>
* [[Allowing Payments by Invoice]]
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</html>
* [[Accounting with SchemeServe]]
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== See Also: ==
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[[Extensions]]
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[[Using Direct Debit]]
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[[Allowing Payments by Invoice]]
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[[Accounting with SchemeServe]]

Revision as of 08:33, 15 November 2012

You can easily take card payments using SchemeServe. In order to do so you will first need a Sage Pay Account. Sage Pay is the card processing bureau that is used with the SchemeServe system.


Note: Sage Pay is not enabled at a site level but instead is turned on/off at the Scheme level. So if you have multiple schemes you wish to take card payments on you will need to activate Sage Pay on each of them.


If you wish to set up Sage Pay in SchemeServe then you will need to raise a support ticket and provide us with your SagePay vendor name. If you don't have a Sage Pay account or you don't have your vendor name you can contact our support to help you set this up.


Note: You should work directly with Sage to set up your security rules on your Sage account. This is not something that ADM will normally do for you.


Enabling Card Payments

Before you begin this process please make sure that your SagePay card payment details have been added to the account.

  1. Log in to SchemeServe as an Administrator
  2. Click on the Admin Tab
  3. Click on the Schemes Icon
  4. Click on the Scheme you wish to enable card payments for
  5. Tick the “SagePay Card payment for whole premium” Box (if not already ticked)
  6. Or Tick the Monthly Payments Box and then configure the options for initial payments/deposits, credit ceiling, and free cover (see video tutorial for more details)
  7. Click Save Changes to save your changes and enable card payments


Video Tutorial


See Also:

Extensions

Using Direct Debit

Allowing Payments by Invoice

Accounting with SchemeServe