Difference between revisions of "Taking Card Payments"

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It's easy to work with monthly Card Payments within SchemeServe. See the instructions below to get started.
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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.
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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.
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If you wish to set up Sage Pay in SchemeServe then you will need to [https://support.schemeserve.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.
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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 can normally do for you because we would have to have your username and password for sage and be able to answer your security questions, and its not a good idea for you to give that information out.
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While setting up your SagePay account, you will need to tell Sage which IP addresses will be used to send payment information to them. These are the addresses of each of our servers. Heres a list of those IP addresses.
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Live or Labs: 92.52.64.0 - Subnet 255.255.255.000 '''AND''' 52.169.12.67 Subnet 255.255.255.255
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Beta        : 78.136.57.96 - Subnet 255.255.255.255
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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.
 
  
 
== Enabling Card Payments ==
 
== Enabling Card Payments ==
  
[[image:EnablingCardPayments.png|thumb|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...'''
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Before you begin this process please make sure that your SagePay card payment details have been added to the account.
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#Log in to SchemeServe as an Administrator
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#Click on the '''Admin Tab'''
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#Click on the '''Schemes Icon'''
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#Click on the Scheme you wish to enable card payments for
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#Tick the '''“SagePay Card payment for whole premium” Box''' (if not already 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)
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#Click '''Save Changes''' to save your changes and enable card payments
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== Video Tutorial ==
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<html>
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<iframe width="640" height="360" src="https://www.youtube.com/embed/3_0tAQbt6tM" frameborder="0" allowfullscreen></iframe>
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</html>
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== Deferring Card Payments ==
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It is usually possible to configure Sage Pay and SchemeServe to collect the card details, but to not actually take the money until a later time. For example, payment is not taken until a signed document is sent in. You can read more about [[Deferring a Card Payment]].
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== See Also: ==
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[[Taking a Card Payment on a Case]]
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[[Pre-Authorisation only for Card Payments]]
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[[Recording a Cheque Payment on a Case]]
  
# Login with your Administrator account (this is the account you used to first sign up to SchemeServe).
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[[Recording a Bank Payment on a Case]]
# Navigate to Admin >> Schemes
 
# Select the scheme for which you'd like to enable Direct Debit 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 "Monthly" tickbox under Payment Types is ticked.
 
# Tick the "Collect monthly payments by Direct Debit?"
 
# In the drop-down list labelled "Resend Document on DD Schedule Changes?" choose a document you'd like to generate and email to customers whenever any changes are made to their bank details or debiting schedule.  For details of what Direct Debit documentation you need to send to your customers and when, please talk to your bank.
 
  
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[[Refunding a Payment on a Case]]
  
'''Next, you'll need to enter your [http://www.sagepay.com Sage Pay] account details.  Sage Pay are the card bureau we use with SchemeServe.'''
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[[Enabling Direct Debit]]
  
# Just goto Admin >> Website;
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[[Managing Direct Debit Schedules]]
# Then enter your Sage Pay account details in the Sage Pay section.
 
  
That's it, Card Payments is enabled!
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[[Auditing Changes to Cases including Direct Debit Schedules]]
  
Note that if when editing your scheme you choose for a deposit to be taken, this will be collected by Card Payment, and any balance payments collected by Direct Debit.
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[[Allowing Payments by Invoice]]
  
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[[Reporting and Accounting for Direct Debit Payments]]
  
== See Also ==
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[[Monthly Instalment Calculations]]
* [[Using Direct Debit]]
 
* [[Accounting with SchemeServe]]
 

Latest revision as of 13:11, 1 February 2017

SagePay Logo.png

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 can normally do for you because we would have to have your username and password for sage and be able to answer your security questions, and its not a good idea for you to give that information out.

While setting up your SagePay account, you will need to tell Sage which IP addresses will be used to send payment information to them. These are the addresses of each of our servers. Heres a list of those IP addresses.


Live or Labs: 92.52.64.0 - Subnet 255.255.255.000 AND 52.169.12.67 Subnet 255.255.255.255

Beta  : 78.136.57.96 - Subnet 255.255.255.255



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


Deferring Card Payments

It is usually possible to configure Sage Pay and SchemeServe to collect the card details, but to not actually take the money until a later time. For example, payment is not taken until a signed document is sent in. You can read more about Deferring a Card Payment.


See Also:

Taking a Card Payment on a Case

Pre-Authorisation only for Card Payments

Recording a Cheque Payment on a Case

Recording a Bank Payment on a Case

Refunding a Payment on a Case

Enabling Direct Debit

Managing Direct Debit Schedules

Auditing Changes to Cases including Direct Debit Schedules

Allowing Payments by Invoice

Reporting and Accounting for Direct Debit Payments

Monthly Instalment Calculations