Setting up methods of payments

The website can be set up to allow immediate payments with credit cards and or to allow members to pay later with an invoice option.  Credit cards can be processed manually, or they can be handled automatically by Affiniscape Merchant Solutions or other gateways.  The payment methods are established on the Online Payment page that governs all areas of the site.

Click on the Online Payments link in the administration area.  Then click each tab as shown below and fill out the necessary fields.

General

• Payment Introduction: Information entered into the editor will display on the payment page above the area where members choose the method of payment.

NOTE: You can also create specific intros for specific modules (such as the calendar or job bank) that will override this intro when someone pays through that module.  Just click the Maintain Payment Intros link you see above the editor; you can also use the Intro-Payments link in Admin.  See Adding text/instructions to a payment page for details.  Make sure you save any changes on this page before you access payment intros!

Payment & Billing

Payment Gateway Setup

Payment Gateway:. This is set to No by default, but it must be set to Affiniscape Merchant Solutions or to VeriSign to accept credit cards online.  Once your payment gateway is set up by Affiniscape it appears in the Payment Gateway drop down list.

Affiniscape Members24x7 can accept online payments with either the Plug'nPay or the Pay Flow Link payment gateway. Each payment gateway has different setup configurations outlined below.

• Affiniscape Merchant Solutions: This option is available if you have made arrangements with Affiniscape Merchant Solutions to provide your merchant account and online processing through Plug'n Pay.  With this setting, all your credit card transactions and credit card payment records will be processed automatically, and the funds from successful transactions will be automatically deposited in your merchant account.

• Accepted Card Types - From the multi-pulldown menu, highlight the credit cards accepted by your association.  Multiple selections can be made by holding down the CTRL key (Option key on a Mac).  Make sure to only choose card types that are supported by your merchant account.

NOTE: If you use online checks with Affiniscape Merchant Solutions select Checks in the Accepted Card Types dropdown. The online check option will appear on the payment screen only if this is selected.

• Privacy Policy: This setting gives you the ability to link to your customized Privacy and Security policy on the payment page. Enter the URL (the address of the sub-page) where you store your Privacy and Security policy. If you leave this blank the default Privacy and Security policy used by Plug'n Pay will be used.

• Automatically activate registrations/renewals upon payment approval: Most groups choose for all new members to be Inactive by default (see New Registrant Settings for more details).  This setting allows you to override this for members that pay by credit card if you wish, so that you can automatically activate members whose payment is guaranteed by AMS  while making others wait until they are approved by the association.
  
  Choose Yes if new members should automatically be Active when they pay for their membership online by credit card (assuming their credit card is accepted). If you choose No, the setting on your New Registrant Settings page will be used regardless of whether they pay with credit card.

• Automatically approve Job Bank listing upon payment approval: Choose Yes if job bank postings should automatically be approved and posted on the association website when paid for by credit card.  This will override the security setting on your Job Bank only when a job is paid for by an approved credit card.

• VeriSign: This option uses a PayPal (VeriSign) account that connects with your existing merchant account.  With this setting, all your credit transactions and credit payment records will be processed automatically, and the funds from successful transactions will be automatically deposited in your merchant account.

• Automatically activate registrations/renewals upon payment approval: Most groups choose for all new members to be Inactive by default (see New Registrant Settings for more details).  This setting allows you to override this for members that pay by credit card if you wish, so that you can automatically activate members whose payment is guaranteed by VeriSign  while making others wait until they are approved by the association.
  
  Choose Yes if new members should automatically be Active when they pay for their membership online by credit card (assuming their credit card is accepted). If you choose No, the setting on your New Registrant Settings page will be used regardless of whether they pay with credit card.

• Automatically approve Job Bank listing upon payment approval: Choose Yes if job bank postings should automatically be approved and posted on the association website when paid for by credit card.  This will override the security setting on your Job Bank only when a job is paid for by an approved credit card.

NOTE: VeriSign users can only select the credit card types in the Payment Gateway administrator not in Members 24x7.

Additional Payment Options

You can allow the system to accept credit card payments via PayPal if you wish.  However, if you already have a merchant account for accepting credit cards, you will probably not want to use this option.

• Accept PayPal Payments: Check the box if you you want the option to pay with a PayPal account to be available on the payment page.

• PayPal Account Email Address: If you chose Yes above, enter the email address established with PayPal for payments.

• Allow Payments by Invoice: If this is selected then members will have the option to pay later. Once you select this checkbox the following options are enabled.

• Provide printable invoice upon transaction completion Choose Yes from the pull-down menu if you want a printable invoice to be available after someone chooses the option to pay by check.

• Include company name on all invoices: The system will always pull the name and address of the payer from their database record.  (It cannot pull a name or address if the person paying was not logged in.)  If you wish the system to also attempt to pull the person's company name from the database, choose Yes for this option.  If you do, then any person who is logged in and has a company name in his/her profile will have it listed with the person's name on the receipt or invoice generated by the system.

• Include purchase details on all invoices If you choose Yes, then the system will include a breakdown of what the person paid for on the invoice or receipt.  This works for calendar events registrations, form generator submissions, convention registrations, and store purchases.

Invoicing & Receipts

You can determine the links and descriptions used in invoices and receipts with the options on this tab.

• Provide printable receipt upon successful online payment: Set this to Yes, if you want a link to a printable receipt upon successful payment to appear on the payment page.

• Invoice/Receipt Descriptions: The system will list the type of payment oSn the invoice or receipt generated, depending on what module it came from.  You can change any of the labels used by the system.  For example, when someone fills out a form generator, our system puts the word EMAILFORM on the receipt/invoice by default, but you can change this to "FORM" or "ONLINE SUBMISSION" or anything else you like.

When finished, click Save to save your settings.