Generate Payments through Visa and Mastercard cards in easypay’s Backoffice

Single

  1. Access the Backoffice;
  2. Single Menu > New
    1. Single Payment
      1. Payment Account: Choose the account in which you want to be credited;
      2. Payment Method: Choose the “Credit Card” Payment Method
      3. Currency: Euro
      4. Value: – Min. 1 euro;
      5. Key: Define how you want to identify the payment
      6. Operation: Create Authorization or sale;
        1. Authorization – in which the value is authorized and becomes captive on the end customer’s side.
        2. Sale – when the amount ceases to be captive and in turn is debited and charged from the end customer’s account.
    2. Capture (If you have chosen the “Sale” operation)
      1. Capture Key: Define how you want to identify the capture
      2. Date: Set the capture date
      3. Credit this account: Choose an account where the amount paid will be credited
      4. Descriptive: Required field that will appear on your bank statement/MBWay app
    3. Client
      1. Name: Optional
      2. Email: Optional
      3. Mobile Phone: Optional
      4. NIF: Optional
      5. Key: Optional
      6. Language: Optional
  3. Submit.

 

Frequent

  1. Access the Backoffice;
  2. Frequent Menu > New
    1. Frequent Payment
      1. Payment Account: Choose the account in which you want to be credited;
      2. Payment Method: Choose the “Credit Card” Payment Method
      3. Currency: Euro
      4. Minimum Amount and Maximum Value: – Minimum amount and maximum authorized for charges;
      5. Unlimited payments: Put “yes” for number of unlimited payments
      6. Key: Define how you want to identify the payment
      7. Unlimited payments: Put “yes” or “no”.
    2. Client
      1. Name: Optional
      2. Email: Optional
      3. Mobile Phone: Optional
      4. NIF: Optional
      5. Key: Optional
      6. Language: Optional
  3. Submit.

Subscription

  1. Easypay backoffice
  2. Subscription Menu > New
  3. Set the requested parameters:
    1. Payment
      • Payment Account – the easypay account that you will use for charges
      • Frequency – What is the periodicity of the payment (1M – Monthly, 2W – Biweekly, 1Y – Annual)
      • Start Date – The date must always be at least D+2
      • End date – you may not want to finish, but you need to put a date, for example, in 2035.
      • Payment method – Visa & Mastercard Card
      • Capture Now – Put “yes” if you want to make a punctual payment at the time of creation and the subscription only starts on the date you indicated and “Start Date”
      • Allowed Captures – Leave “0”
      • Value – Amount you want to charge
      • Frequent payment ID – Do not fill in
      • Payment key – Merchant’s identifier for payment, can be member number/student name/invoice
    2. Capture
      • Capture Key – Debit identifier, must be defined by you
      • Credit this account – The payment account where you will receive the funds
      • Failover – Currently not working, you can put No
      • Attempts – Leave 0
      • Descriptive – Information that will appear on the customer’s bank statement
    3. Client
      • Name, Email and Phone – mandatory to fill in
      • NIF – Optional
    4. ADC Mandates
      • IBAN, Name, Email, Phone, Account Holder – Required
      • Data of the account holder where the debit will be made

 

 

Check that the operation was well executed in the menu ‘Single’, ‘Frequent’ or ‘Subscription’> List, you can check all orders and payment status.