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1 - Table of Contents E-commerce Breakdown... 2 Moneris eselectplus Setup (General Payments):... 2 Moneris eselectplus Setup (A/R Payments Online, ParentConnect):... 4 E-commerce Setup... 5 Payment Process P a g e

2 The purpose of our ecommerce module is to allow for the public, an A/R customer, or a parent to be able to make an online payment with their credit card and for that to automatically generate an appropriate transaction(s) in the G/L (cash receipt). The public could be anyone; employees paying their parking fees, parents, somebody wanting to donate, etc. Payments will go directly into the cash receipt module (CRS.401) or the A/R cash receipts (ARS.810) or schoolbooks cash receipt. For ParentConnect school fee assessment/payment is updated as well. Cash transactions occur automatically into an established account you have with the payment company (Moneris Solutions eselect plus) and as defined in CRO.200. E-commerce Breakdown In order to utilize our CIMS online payment feature each district must establish an account with Moneris Solutions as they are the secure payment provider that our application integrates with, ie: a) Use CIMS to initiate an online payment request (from a URL stated on your main district website) /employeeconnect/districtpayonline.aspx OR use the A/R Payment Online /employeeconnect/customersignone.aspx OR use the ParentConnect payment option from within ParentConnect b) Direct to Moneris to record the credit card details and make payment (NO credit card information is stored in CIMS or on the iseries) c) Moneris sends the OK with payment transaction details back to CIMS; at that time CIMS automatically produces a cash receipt with appropriate information (a personalized cash receipt layout can be created). Physical payment is made from Moneris into your appropriate bank account Moneris eselectplus Setup (General Payments): 1) A relationship with Moneris.. You need to purchase the eselectplus program (should be like $300 one time to purchase and with that comes monthly negotiations on transaction costs and percentages). Once you have established a customer profile you need to set yourself up: a. Go to Call Moneris to set up a username, store ID and password b. Once you have this and are signed it, go to the Admin tab and select hosted config 2 P a g e

3 Here, you should see one hosted paypage configuration. You will need separate configurations to accept Public payments versus payments for A/R Invoices versus ParenConnect payments. c. Use <edit> for the existing setup page and set it up for District Public Payments (as below) d. Change your page to look as follows (except change the description to what you would like it to be, and the URL): School Division Payments The URL should be your webserver URL plus /employeeconnect/districtpayonline.aspx You can then copy and paste this URL later onto your public website, etc. 3 P a g e

4 e. It is important to change the paypage appearance as you will want to direct their cancel transaction button back to our CIMS online pay website. Click on configure appearance. i. Using HTML colour coding Google to see what the colour numbers are, here you can change the colours and button wording on the E-commerce pay page. When you are finished, save the appearance settings and return to the main configuration. ii. Ensure that the cancel transaction URL is updated with the same URL you used in the previous page At the bottom of the page, do not change the response/receipt data, the security features or the receipts. If you are a super advanced user there may be some items you wish to alter but do so with great knowledge else we recommend not to make any adjustments. Moneris eselectplus Setup (A/R Payments Online, ParentConnect): Each type of payment (General Payment versus A/R Online Payment versus ParentConnect Payment) will require its own StoreID and Key. Use <generate a New Configuration> to create separate entities for each type of payment Ensure that each of the configurations point to the appropriate URL and that in CRO.200 you have linked up the appropriate URL, Type, and docids! 4 P a g e

5 General District Payment: /employeeconnect/districpayonline.aspx A/R Online Payment: /employeeconnect/cufeepay2.aspx Parent Connect Payment: /schoolconnect/pcfeepay2.aspx E-commerce Setup In Connect (or elsewhere), this is what making a payment looks like: 5 P a g e

6 CRO.200 (Maintain Online Payment Categories) is where this set-up in CIMS is done to define what types of payments you will receive as well as link you to your Moneris storeid. You will have a separate category for each type of payment you will allow online. To A dd a new category: Category and location are important; like leaves, selecting a location (when you make a payment) will filter through all the different types (categories) and only show you which types apply to that location. Definition of each category : 6 P a g e

7 Finance Member: Make sure you have the correct year! The cash receipt will generate into the year stated in finance member! If you are using SchoolBooks and schools want to allow for ecommerce then you can create CRO.200 items for their sets of books and revenue types. Test Environment: For live execution this option must be N Even if you are testing this must be Y as there is no such thing as test for customers. General Online Payment means this payment is not against a CIMS owing. It will generate a cash receipt for however much money the person is paying. A/R Online Payment If you want to enable customers paying online for outstanding A/R create a type and indicate A/R Online payment. Revenue account, docids, or text in this instance is not used as the payment will be made to credit amounts already created in the A/R system. ParentConnect Payment If you are going to allow parents/students to pay online for outstanding fees recorded in CIMS student create a type to allow for this. Description: use this field to define a short title for the category code. This is what is visible to the public when they choose to make a payment. Effective: this date range defines when the category code is effective. Revenue Account: defined using GNL.601, this field indicated the CIMS revenue account to which any money received for this payment category should be posted to. (is not used in A/R or P/C payments) Bank/Account/DocID: identify the bank offset for any money received for this payment category. This is critical to align with the appropriate numbering (CRAR cash receipts AR, DEP or CR for schoolbooks..) Moneris Store ID and Moneris Key: these must be the same as what is defined in your Moneris account. This is what links CIMS and Moneris together super important that it is correct! Receipt Overlay/Library: this is where you can specify the overlay you want to use on receipts printed for this payment category. **This means that where applicable the payment person can print their own charitable receipt right then! Instructions/Info Document: specify the name of the instructions and/or info document Text Fields: this text appears on the right of the payment screen (visible to the public). Maintain predefined payment amounts: Y indicates predefined payment amounts are attached/available 7 P a g e

8 N indicates predefined payment amounts are not attached/available If you select Y to maintain predefined payment amounts, when you hit enter you will be taken to a second screen where you can enter predefined amounts: Payment Process Those making a payment must fill in any of the fields with a red star; the system will not let them make the payment if they do not indicate a first and last name. Putting in an address and comment is optional; you can also either select a payment amount (if the option was set-up), or input their own amount. When the information is filled out correctly, select make payment. In the next screen once they click secure payment online click to process, the screen takes the user out of CIMS and to the Moneris-secured site, where the user inputs their cardholder name, credit card number and expiry date. When this is filled in correctly, click process transaction 8 P a g e

9 Once the payment successfully goes through, it will take you back to the CIMS screen with the option to print a cash receipt. Note that we also save the Moneris transaction ID information so that you can reconcile to the Moneris statement. You can reconcile all activity made with Moneris using CRO.401 as it will track all successful transactions made through Moneris. A CIMS cash receipt is created only if the Moneris transaction completed successfully. 9 P a g e

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