Payments2Us ManualsPayments2Us User Manual Payment Method SupportedWhat Payment Methods are supported by Payments2Us

What Payment Methods are supported by Payments2Us

Credit Cards

For more details on Credit Card transactions, see Credit Card Section of the User Guide.

Payments2Us Support credit Card Payments through the following payment gateways:

  • Windcave (aka Payment Express)
  • Stripe
  • Authorize.net
  • NAB Transact
  • EziDebit
  • Datatrans

For payment gateway comparisons, see: What are the differences between Payment Gateways?

See each Payment Gateway for the types of Credit Cards they support.

Credit Card Payments are support in the following area's:

CHECKOUT FORM

  • Payment (normal charging of card)
  • Authorize (reserving funds), then Complete at a later stage
  • Signing up for Recurring Payments (tokenising).

RECURRING PAYMENTS

  • Automated charging of cards at selected frequency
  • Card Update (Button from within Salesforce to re-tokenise)
  • Expiry Date Update
  • Manual Charge of Token
  • Card update by Customer.  Automated email with unique link sent to contact for re-tokenising card

IMPORT FILES

NOTE: Note available for Stripe

  • Upload and Charge Card
  • Upload and Authorise Card (for Complete transaction at later date)
  • Upload tokens (requires premium support assistance)

BATCH ENTRY

NOTE: Stripe is not currently supported

  • Payment Charge
  • Authorisation (for Completion at a later date)

REFUND

  • Refunds and void of transactions
  • Works with Salesforce approvals (if process required)

Direct Debits

Direct Debits is the process of directly taking funds from a contacts bank account (with their permission and prior approval).  This is available for organisations that are in Australia or New Zealand.

Payments2Us manages Direct Debits in the same way many organisations would pay their suppliers or employees.  This is through the generation of an Australian Banking Association (ABA) file or CSV file and then processing that through their organisations internet banking.

For more information on Direct Debits, see the Direct Debit section of this user guide.

PayPal

PayPal is supported as an option in conjunction with one of the supported Payment Gateways.  That is, you cannot use Payments2Us with just PayPal and no credit card options.

PayPal is included for single transactions free of charge.

For Recurring Payments, PayPal is supported for an additional monthly subscription.

For more information on PayPal, see the PayPal Setup section of the Installation Guide.

Manual Payments

Manual payments are payments such as cash, cheques/checks, money orders etc.

Payments2Us allows for these to be captured:

  • Manual Payments Tab in Salesforce
  • From the Manual Payments Button on the Contact/Account/Opportunity or any object in Salesforce
  • Batch Entry Tab in Salesforce
  • Checkout Form when used in conjunction with URL Parameters with All Manual for External set.  This is used when staff need to process payments offsite.

For more information on Manual Payments, see the Manual Payments Section in this User guide.

Account2Account

Account2Account provides a checkout method that enables contacts/donors to make an online payment that transact real time through their internet banking.  

On the checkout form, if the donor select Account2Account, they will then:

  • Be asked to select their bank
  • Then to log into their internet banking
  • Select the account they wish to make their payment form
  • Confirm the transaction.

Account2Account means instant payments to your organisation.  It also means you do not need to check for funds arriving in your bank account and then marking these off in Salesforce/Payments2us.

You can see a demo of Account to Account

Account2Account is Available in Australia and New Zealand. It is only available to those organisations that are using Windcave/Payment Express Payment Gateway.

eCheck/ACH

eCheck/ACH is the direct transfer of funds from the contacts bank account to your organisation bank account.  This option is only available in the US for recurring payments.  It is also only supported for Payments2Us Customers that are using Authorize.net or Stripe.

At a high level, the eCheck process is:

  • Customer/Donor Signs up online and selects eCheck
  • Or, a Recurring Payment is added with a record type of ACH and then the "Update Account" details button is used to capture the contact details.
  • For Stripe, new sign ups require the Verify Account button on the Recurring Payment to be used to activate the account.
  • Recurring Payment Processor generates a payment transaction and makes the charge on the Next Payment Date.

 

China Union Pay

China Union Pay is available as an option for organisations using the Windcave (aka Payment Express) payment gateway.

This option requires organisations to also have their Merchant Facility with Windcave/Payment Express.  It is also only available with the Checkout Modern form.

If you would like China Union Pay to be enabled, please contact info@payments2us.com.  

WeChat

WeChat is available as an option for organisations using the Windcave (aka Payment Express) payment gateway.

This option requires organisations to also have their Merchant Facility with Windcave/Payment Express.  It is also only available with the Checkout Modern form.

If you would like WeChat to be enabled, please contact info@payments2us.com.  

Send By Post, Check/Cheque, Pledge/Bank Transfer/NDIS Claim

The Send By Post, Check, Cheque, Bank Transfer, NDIS Claim or Pledge options are all Checkout options for a contact/customer/donor to make a promise of sending a payment in.  For these payments, a Payment Txn is created in Salesforce and your organisation needs to make the Payment as received when it turns up.

The process for these payments are.

  1. Contact / Donor selects Send By Post, Check, Cheque, Bank Transfer, NDIS Claim or Pledge on the checkout form.
  2. Once they have completed the checkout form, they are shown the complete page, plus are emailed out.
  3. The donor makes a payment by posting it in. or doing a bank transfer
  4. A staff member at your organisation receives notification of the payment.  They then mark that payment of as being received.  This then sends a receipt to the contact.

For Send By Post, Check, Cheque, NDIS Claim or Pledge, the instructions sent/shown on the checkout complete page are maintained on the merchant facility - "Postal Instructions" field.

For Bank Transfer, the instructions sent/shown on the checkout complete page are maintained on the merchant facility - "Bank Transfer Instructions".

These types of payments are the Pay Later types of payments.

For more information on the process of managing these types of payments, please see the Pay Later procedure in this user guide.

Invoice Me

The invoice me option is where the contact is asking for an invoice before they'll make the payment.

For this type of payment, it records the request inside of Salesforce, but is expecting your organisation to generate an invoice from your finance system and to send that out to the contact.  

Once the payment has been made, a member of your organisation will need to mark the payment as received.

Invoice Me type of payment is a Pay Later type of payments.

For more information on the process of managing these types of payments, please see the Pay Later procedure in this user guide.

Pay Using PayID

PayID types payments are available in Australia using the New Payment Systems.

This type of payment provides near real time payments.

Your organisation needs to sign up for a PayID through your bank.  Your PayId is generally an ABN, phone or email address.  Once you have a PayID, this needs to be recorded on the Merchant Facility in the field "Pay ID Instructions".

The PayID process is:

  1. Contact / Donor selects "PayID Using the checkout form.
  2. Once they have completed the checkout form, they are shown the "Pay ID Instructions" from the Merchant Facility, plus are emailed the PayID instructions.
  3. Through their mobile banking or online banking, they make a payment to your organisations PayID
  4. A staff member at your organisation receives notification of the payment.  They then mark that payment of as being received.  This then sends a receipt to the contact.

This type of payment is using the Pay Later Process.