KIMBIA Financial Transaction Management

Transcription

1 1050 E. 11th St. Suite 200 Austin, TX [W] KIMBIA Financial Transaction Management revision 6/7/12 What's Inside? Recurring Payments... 3 Configuring an Installment Payment Plan as the sole payment option... 4 Configuring an Ongoing Payment Plan as the sole payment option... 5 Configuring an Installment and Ongoing Payment Plans as payment options... 6 Customizing the Installment/Ongoing Payment Receipt Enabling Auto-renewal of Installment Payment plans... 9 Configuring Auto renewal of an Installment Payment Plan... 9 Customizing the Auto renewal notification Viewing and Modifying Payment Schedules in the Control Panel Updating Payment Information Enabling/Disabling the Auto renewal of a Payment Schedule Configuring PayPal Payflo Pro to Accept Recurring Payments Do I have Allow Reference Transactions enabled? I have verified that I have PayPal Payflo Pro properly configured. How do I start using recurring payment features in KIMBIA? Configuring Authorize.Net to Accept Recurring Payments Do I have the Authorize.Net Customer Information Manager (CIM) enabled? How do I enable the Authorize.Net Customer Information Manager (CIM)? I have verified that I have the Authorize.Net Customer Information Manager (CIM) Service. How do I enable recurring payment features in KIMBIA? KIMBIA 6/7/12 1

2 Reporting on Payment Schedules Including the Auto renewal status of a Payment Schedule in a Report Charge an Additional Amount to Existing Recurring Enabled Form Responses Whole & Partial Refunds Cancel a Donation/Registration at time of Refund Include Custom Message in Refund Notification KIMBIA 6/7/12 2

3 Recurring Payments Admins of organizations who use either Authorize.net, Sage, PayPal Payflo Pro or IATS as their Internet Payment Gateway can opt to accept recurring payments through KIMBIA. After configuring both their Gateway and contacting KIMBIA support Admins may configure recurring payment plans on their forms. An Admin may configure these plans by going to the Donation Levels or Registration Types screen and clicking the EDIT link on the Payment Settings area. The newly opened modal window allows the Admin to configure the types of recurring payment plans offered on the form. KIMBIA 6/7/12 3

4 Configuring an Installment Payment Plan as the sole payment option The Payment Plan configuration screen allows Admins to select an Installment plan as the only method of payment for a particular form. This screen is accessible by going to the Donation Levels page and editing the Payment Settings... The edit screen below allows the Admin to independently enable payment types. Enable Installment Payments by selecting Enable Payment : Yes will reveal the appropriate configuration options for the payment period. KIMBIA 6/7/12 4

5 This configuration will create the following display of the Payment Plan area in the KIMBIA form widget when multiple Installment payment periods have been configured: When only one Installment payment period has been configured, the Payment Plan area of the KIMBIA form widget will display as: Payment Plan Monthly/Bimonthly/Quarterly installment payments ($5.00 minimum per payment) Configuring an Ongoing Payment Plan as the sole payment option The Payment Settings configuration screen has been modified to allow Admins to select an Ongoing or Installment plan as the only method of payment for a particular form. This screen is accessible by going to the Donation Levels page and editing the Payment Options... This configuration will create the following display of the Payment Plan area in the KIMBIA form widget when multiple Ongoing payment periods have been configured: KIMBIA 6/7/12 5

6 When only one Ongoing payment period has been configured, the Payment Plan area of the KIMBIA form widget will display as: Payment Plan Monthly/Quarterly/Annual ongoing payments Configuring an Installment and Ongoing Payment Plans as payment options The Payment Settings configuration screen allows Admins to select an both Installment and Ongoing payment plans and exclude One-time payments for a particular form. This screen is accessible by going to the Donation Levels page and editing the Payment Settings... This configuration will create the following display of the Payment Plan area in the KIMBIA form widget when both Installment and Ongoing payment periods have been configured: KIMBIA 6/7/12 6

7 Customizing the Installment/Ongoing Payment Receipt Admins have the ability to customize the language included in the installment/ongoing payment receipt by selecting the Confirmation Messages page and editing the Installment/Ongoing Payment Receipt ... The edit screen below allows the Admin to customize the default language of the installment/ongoing payment receipt ... KIMBIA 6/7/12 7

8 The installment/ongoing payment receipt will display to the card holder as... By default, the following statement will be included in all notification s and cannot be modified: *This transaction is a [monthly/quarterly/annual] ongoing payment. KIMBIA 6/7/12 8

9 Enabling Auto-renewal of Installment Payment plans Organizations that use Installment payment plans for a form may elect to have those installment plans auto renew on the anniversary of the expiring plan. A new Payment Schedule will be created in the KIMBIA system that inherits the parameters of the expiring plan s schedule. These new schedules can be edited and suspended in the same manner as the expiring plan s schedule. The KIMBIA system will send a notification to card holders about their renewing plan in advance of the initiation of the new plan. Card holders can contact the Organization directly if they wish to modify or cancel the new plan. Configuring Auto renewal of an Installment Payment Plan The Payment Plan configuration screen has been modified to allow Admins to enable the auto renewal of an Installment payment plan. This screen is accessible by going to the Donation Levels page and editing the Payment Settings... The edit screen to the right allows the Admin to enable the auto-renewal feature of an Installment payment plan. NOTE:This will apply to all installment plans created on this form. KIMBIA 6/7/12 9

10 When auto renewal of an Installment Payment Plan is enabled, the KIMBIA form widget will include a message in the table of fees that indicates to the end user that the payment plan they are agreeing to will auto renew, and that they will receive notification in advance of its renewal KIMBIA 6/7/12 10

11 Customizing the Auto renewal notification When auto renewal has been enabled on a form with Installment Payment Plans, Admins have the ability to customize the language included in the notification by selecting the Confirmation Messages page and editing the Auto-renewal ... The edit screen below allows the Admin to customize the default language of the auto renewal ... KIMBIA 6/7/12 11

12 The auto renewal notification will display to the card holder as... To make sure our s reach your inbox, please add [From Address] to your address book LOGO HERE [Form Name] [First Name] [Last Name]: As a convenience to you, this installment payment plan is set to renew automatically on the anniversary of your original payment plan. If you do not wish to renew this payment plan, or wish to make changes to this plan, please contact us directly. Your next payment of $XXX.XX will be charged to your card (ending in 1111) on January 1, This is the footer. By default, the following statement will be included in all notification s and cannot be modified: Your next payment of $XXX.XX will be charged to your card (ending in YYYY) on [renewal Date]. KIMBIA 6/7/12 12

13 Viewing and Modifying Payment Schedules in the Control Panel The Payment Schedule Details screen in the control panel will show you information about a payment schedule, the transactions processed against a schedule, and give you the ability to update credit card information, suspend an ongoing payment plan or disable / enable auto-renew for an installment plan. To view the Payment Schedule Details screen, search for a donor either by name, confirmation code, or some other data point. Select the donor from the returned list of search results. Click the link in the Payment Plan column of the Associated Payment Schedules area of the Donation Details screen. KIMBIA 6/7/12 13

14 Updating Payment Information To modify a donor s billing information, click the Edit button next to Credit Card Information. Here you can update the credit card number, credit card expiration date, and credit card billing address that is tied to a Payment Schedule. Enabling/Disabling the Auto renewal of a Payment Schedule Installment Payment Plan schedule that have auto renewal enabled can be disabled within the KIMBIA Administrative Control Panel. From the Payment Schedule Details page, the Admin may click the Disable auto renewal icon... The page will refresh with a status message at the top and the ability to re-enable auto renewal of the Payment Schedule: KIMBIA 6/7/12 14

15 Overview Configuring PayPal Payflo Pro to Accept Recurring Payments KIMBIA Customers who use PayPal s Payflo Pro as their Internet Payment Gateway can elect to accept recurring payments KIMBIA Customers through their who KIMBIA use PayPal s forms if they Payflo have Pro Payflo as their Pro set Internet to Allow Payment reference Gateway transactions. can elect to accept recurring payments through their KIMBIA forms if they have Payflo Pro set to Allow reference transactions. NOTE: PayPal states that this change will take effect an hour after they are applied. NOTE: PayPal states that this change will take effect an hour after they are applied. Do I have Do Allow I have Reference Allow Reference Transactions Transactions enabled? enabled? Below are the instructions describing how to determine if you already have PayPal Payflo Pro s allow reference transactions setting enabled. Below are the instructions describing how to determine if you already have PayPal Payflo Pro s allow reference transactions setting enabled. 1.Log in to 1.Log your PayPal in to your Payflo PayPal Pro Payflo Gateway Pro Gateway 2.Navigate to Account Administration --> 2.Navigate to Account Administration --> Manage Manage Security --> Transaction Settings. Security --> Transaction Settings. 3.Ensure that Allow reference transactions 3.Ensure that is Allow set to Yes reference transactions is set (as shown in the screen capture on right). to Yes (as shown in the screen capture on right). 4. Click Confirm button. 4. Click Confirm button. 5.Wait One Hour. 5.Wait One Hour. I have verified that I have PayPal Payflo Pro properly configured. How do I start using recurring payment I have features verified in KIMBIA? that I have PayPal Payflo Pro properly configured. How do I start Send an using from recurring a current KIMBIA payment Administrator s features in KIMBIA? address to support@kimbia.com stating that you have enabled PayPal to Send allow an reference from transactions a current KIMBIA and Administrator s that you are now ready address to to start support@kimbia.com using the KIMBIA stating platform s that you recurring have enabled payment features. PayPal When to complete, allow reference the KIMBIA transactions support and team that will you reply are now confirming ready to that start the using change the KIMBIA was successful platform s recurring and you payment can now start configuring features. your When forms complete, to accept the KIMBIA recurring support payments team will as reply desired. confirming that the change was successful and you can now start configuring your forms to accept recurring payments as desired. QUESTIONS? If you have questions about the KIMBIA recurring payments functionality, please support@kimbia.com. If you would like to learn more about PayPal Payflo Pro s Allow Reference Transactions setting, you can read more at KIMBIA Feb 14, KIMBIA 6/7/12 15

16 Configuring Authorize.Net to Accept Recurring Payments KIMBIA Customers who use Authorize.Net as their Internet Payment Gateway can elect to accept recurring payments through their KIMBIA forms if they have Authorize.Net s Customer Information Manager (CIM) turned on. Do I have the Authorize.Net Customer Information Manager (CIM) enabled? Below are the instructions describing how to deter- mine if you already have the Authorize.Net Customer Information Manager (CIM) enabled. 1.Log in to your Authorize.Net Merchant Interface account at 2.Navigate to the Tools Tab (shown on right). 3.Choose Customer Information Manager from the left menu (shown on right). 4.The Customer Information Manager (CIM) IS enabled if you are presented with a screen with the statement Discontinue Customer Information Manager (CIM) and terminate your CIM Service agreement. appearing at the bottom of the screen (shown circled below). KIMBIA 6/7/12 16

17 How do I enable the Authorize.Net Customer Information Manager (CIM)? How do I enable the Authorize.Net Customer Information Manager (CIM)? If you do not have the Authorize.Net Customer Information Manager (CIM) enabled, you will be presented with the screen If you do not have the Authorize.Net Customer Information Manager (CIM) enabled, you will be presented with the screen shown below that describes the CIM Service. At the bottom of that screen will be a link to Sign up for Customer Information shown below that describes the CIM Service. At the bottom of that screen will be a link to Sign up for Customer Information Manager (CIM) Now. Simply click that link and follow the on-screen instructions provided by Authorize.Net. Manager (CIM) Now. Simply click that link and follow the on-screen instructions provided by Authorize.Net. I have verified that I have the Authorize.Net Customer Information Manager (CIM) I have verified that I have the Authorize.Net Customer Information Manager (CIM) Service. How Service. do I enable How recurring do I enable payment recurring features payment in KIMBIA? features in KIMBIA? Send Send an an from from a current a current KIMBIA KIMBIA Administrator s Administrator s address address to to support@kimbia.com stating stating that that you you have have enabled enabled the the Authorize.Net Authorize.Net CIM CIM and and that that you you are are now now ready ready to to take take advantage advantage of of the the KIMBIA KIMBIA platform s platform s recurring recurring payment payment features. features. When When complete, complete, the the KIMBIA KIMBIA support support team team will will reply reply confirming confirming that that the the change change is is successful successful and and you you can can now now start start configuring configuring your your forms forms to accept to accept recurring recurring payments payments as as desired. desired. QUESTIONS? If you have questions about the KIMBIA recurring payments functionality, please support@kimbia.com. If you would like to learn more about the Authorize.Net Customer Information Manager (CIM) Service, you can read more at KIMBIA 6/7/12 17 KIMBIA 2/12/11 3

18 Reporting on Payment Schedules There are a number of columns you can include into a Data Management report that include information about ongoing and auto-renewing payments. Payment Schedule Type - The type of payment plan selected by the user. This column displays Ongoing, Installment, or will be blank if the donor is not on a schedule Payment Schedule Period - How often is the donor billed (i.e. monthly, bi-monthly, quarterly, annually) Payment Schedule Expected Count - specific to installment payments, displays the total number of automatic payments the user will be charged over the life of the schedule (this number does not decrement as payments are processed) Type of Scheduled Payment identifies what type of payment was made in the transaction. Full specifies that the transaction was a one-time payment. Initial identifies the first payment in a payment schedule. Ongoing and Installment identify transactions occurring within the payment schedule Payment Schedule Auto-renewal - If the schedule is an installment type, this will show true or false depending on if the schedule is set to auto-renew. If it is not an installment schedule, the field will be blank KIMBIA 6/7/12 18

19 Including the Auto renewal status of a Payment Schedule in a Report The status of a payment schedule s auto renewal can be included in a Payment Schedules report by adding it as a column: From the Add a Column dialog the Admin can select the Schedule Details category and the Auto-Renewal column: KIMBIA 6/7/12 19

20 Charge an Additional Amount to Existing Recurring Enabled Form Responses Admins have ability to address specific end-user payment concerns if the initial donation/registration was transacted via a recurring-enabled gateway account. From either a Donation or Registration Details screen, an Admin may initiate an additional charge by clicking the Additional Charge icon... In the newly opened modal window, an Admin can enter the amount to be charged to the existing card information used on the initial form response as well as add a new message to be included on the receipt to the card holder... KIMBIA 6/7/12 20

21 or the Admin can enter new credit card information to be charged... The card holder will receive a receipt containing the amount, edited credit card information and the custom message entered by the Admin... KIMBIA 6/7/12 21

22 Whole & Partial Refunds Admins have the ability to refund an amount up to, but not exceeding, the amount of the original transaction. This partial refund is initiated by clicking the Refund Transaction icon on the Transaction Details page for an individual financial transaction... KIMBIA 6/7/12 22

23 The edit screen below allows the Admin to enter the specific amount of a refund up to, but not exceeding the available refund amount... An Admin can process as many partial refunds until the available refund amount reaches $0.00. Each individual refund will be added to the list of Related Transactions that appears on the Transaction Details page for an individual financial transaction. NOTE: Partial refunds are possible through Sage Payment Systems, IATS, Authorize.net and Paypal Payflow Pro payment gateways. If your Organization uses one of these gateways, but you receive an error when attempting to process a partial refund, please verify that your Gateway is configured to accept partial refund requests. KIMBIA 6/7/12 23

24 Cancel a Donation/Registration at time of Refund Admins now have the ability to Cancel the related form response (donation or registration) when issuing a refund for an individual financial transaction. When viewing the individual Financial Transaction Details screen, the Admin issues a refund by clicking the Refund Transaction icon......and on the newly opened modal window can now check the Also Cancel Related Response(s) checkbox to automatically cancel the related Donation or Registration. KIMBIA 6/7/12 24

25 Include Custom Message in Refund Notification Admins now have the ability to include a custom text message in the notification sent to the card holder when a refund is issued from within the administrative Control Panel. First, The Admin needs to begin the refund process by clicking the Refund Transaction icon on the Transaction Details screen of an individual transaction... Next, in the newly opened modal window, the Admin can configure the refund and enter the text of the Custom Message they would like included in the receipt... NOTE: the content of the message can be added as a column in any Financial Transaction report KIMBIA 6/7/12 25

26 Finally, the card holder will receive a refund notification as displayed below... KIMBIA 6/7/12 26