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accepting_online_payments_from_customers [2019/01/30 09:21]
accepting_online_payments_from_customers [2019/01/30 09:21] (current)
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 +===== Online Checkout =====
 +
 +
 +
 +Once the customer either clicks the **Pay Online** button on their invoice or clicks the URL in their email, they will be routed to this page:
 +
 +
 +
 +{{::ccps_-_hpp_with_logo.png?nolink&800|}}
 +
 +
 +
 +<html><div style="margin-left: 20px;">  </div></html>
 +
 +
 +
 +The page consists of the following sections:
 +  * **Logo** - The logo of the company receiving the payment. 
 +  * **Billing Address Information** - This is the billing address linked to the credit card
 +  * **Payment Information** - This is the credit card details used to pay for the order
 +  * **Checkout** - This is the name of the company that will be receiving the payment
 +  * **Purchase Items** - The items included in the order. Only Parent line items from the order are displayed.
 +  * **Totals** - This area will show the Subtotal, Taxes, and Grand Total.
 +
 +
 +
 +On a mobile device, the checkout page adapts itself to fit smaller screens:
 +
 +
 +
 + {{::mobile_checkout.png?nolink&|}}
 +
 +
 +
 +===== Payment Successful =====
 +
 +
 +
 +This is a basic receipt page that displays some of the same information that was on the Payments page. You are able to Print or Email from this page as well. Here's an example:
 +
 +
 +
 + {{::success.png?nolink&|}}
 +
 +
 +
 +If a customer follows a link to pay for an order that is already paid off, they will see this page:
 +
 +
 +
 + {{::fully_paid.png?nolink&|}}
 +
 +
 +
 +The payment then gets posted to Control automatically:
 +
 +
 +
 + {{::payment_in_control.png?nolink&|}}
 +
 +
 +
 +==== Customer Notification Email ====
 +
 +
 +
 +Here's an example email of what the customer would get when a payment is posted.
 +
 +
 +
 + {{::thank_you_email.png?nolink&|}}
 +
 +
 +
 +==== Employee Notification Email ====
 +
 +
 +
 +Here's an example email of what anyone setup to receive notifications in **Setup** > **Accounting Setup** > **Credit Card Options** would get when a payment is posted:
 +
 +
 +
 + {{::success_email.png?nolink&|}}
 +
 +
 +
 +===== Payment Failure =====
 +
 +
 +
 +Failed payments can be caused by a number of reasons. A few examples include: incorrect card and/or address information, declined by the bank, etc...
 +
 +
 +
 +==== Invalid Credit Card Details ====
 +
 +
 +
 +Here's what the customer would see if they enter in incorrect card and/or address information:
 +
 +
 +
 + {{::rejected.png?nolink&|}}
 +
 +
 +
 +==== Declined by Bank ====
 +
 +
 +
 +Here's an example of an error message because the card was declined by the issuing bank:
 +
 +
 +
 + {{::declined_by_bank.png?nolink&|}}
 +
 +
 +
 +==== Unable to Accept Payment ====
 +
 +
 +
 +This email is sent if the Cyrious Cloud Connector is not functional and a payment is attempted, but is not able to be created. It is sent to the notification email address.
 +
 +
 +
 + {{::unsuccessful_email_2.png?nolink&|}}
 +
 +
 +
 +This is the message that the customer would see if the Cyrious Cloud Connector is not functional and a payment is attempted.
 +
 +
 +
 + {{::unsuccessful.png?nolink&|}}
 +
 +
 +
 +==== Unable to Post Payment to Control ====
 +
 +
 +
 +This email is sent when a payment is made Online, but cannot be synced with Control. It is sent to the notification email address. Control will continue to attempt to post the payment in hourly increments after the initial attempt. This is done for 10 days then a notification email is sent to the notification addressee.
 +
 +
 +
 + {{::unable_to_process_payment.png?nolink&|}}
 +
 +
 +
 +===== Source =====
 +
 +
 +
 +Contributor: Cyrious Software
 +
 +
 +
 +Date: 06/10/2016
 +
 +
 +
 +Version: Control 05.70
 +
 +
 +