Create direct collect payment
Explanation
Field name | Description |
---|---|
Payment type | Choice between: a fixed amount, a partial payment scheme or a direct collect. |
Contract | The contract from the MSP under which the mandate has been saved in the MSP database. |
Contract number | The mandate number that corresponds with a person and/or company that will be charged. |
Order id | The reference of the transaction. |
Description | Additional information on the payment. |
Amount | The amount that will be charged. |
Collect on | Date and time on which the collect will be sent to the MSP. |
Create payment | With a connected PSP you have option to send out a payment link automatically on a failed collect or a charge back. |
Send | Choice between: Email, sms or Do not send. Do not send will show the created URL and a QR-code. |
Expiration type | Choice between: 1) Default expiration calculation, this option uses the default expiration time from the back office. 2) Absolute expiration date, you can choose a date on which the payment link expires. 3) Relative expiration period, is a expiration date time that uses a calculation of x amount of hours after the payment has been sent. |
Client name | Name of the client. |
Gender | Gender of the client. |
Mail address | Email address of the client where the payment link must be sent to. |
Phone number | Mobile number in case sms is used to send the payment link. |
Payment method(s) | (De)select the supported payment methods. The client will select his payment method after clicking on the payment link. |
Info to send | |
Language | Select the language for easy filtering of the available templates. Also this language will be sent to the Payment Service Provider (if supported). |
Template | Select the template to be used. |
Attachment | Select a PDF-document from the harddisk or network. The PDF will be sent as attachment with the email+payment link. |
Create | Command to create the payment link and send the email/sms or show the short URL in a pop-up. After sending the email the agent will return at an empty screen ready for the next payment. |
Create & follow | Command to send the email/sms and follow the process in a pop-up (refresh button). Often used in debt collection sector. |
Cancel | Cancel this page, return to the welcome page. |
Keep me posted | If selected this option sends the user a notification whenever the status of a transaction changes. |
Mail subject and body | Preformatted text, which can be edited. If the fields are 'greyed out' the text cannot be edited. |