Epay: How To Process a Transaction (Nodus Online Bill Pay)

Nodus ePay Advantage is an online bill presentment
and payment solution. It allows companies to streamline and secure their payment collection
process by providing their customers with the convenient access to an online portal.
Customers will have the ability to go online to a secure web portal, pay their invoices,
and securely pay their outstanding balances. These payments get processed using credit
cards or eChecks and upon successful processing, they automatically get submitted to GP in
the form of a cash receipt. Please note that this solution is written on Microsoft’s .net
platform and every webpage can be rebranded with preferred themes and colors. Let’s see
how customers can securely log onto the ePay site to pay their outstanding invoices. A
customer logs in using their existing login credentials. Upon successful login, the customer
is taken to ePay’s “Outstanding Invoices” page. This is where they can see a list of
all their outstanding invoices. The customer can click on the invoice link to view the
invoice details, and from here, they will have an option to print or download a PDF
version of this invoice. Companies can configure to allow their customers to either pay their
invoices in full, or make partial payments. By checking the “pay in full” box, the entire
invoice balance will be added to the total. Or, you can choose to type in the desired
amount if you want to make a partial payment. Customers can also pay multiple invoices at
one time. At the bottom, a customer can view all the selected invoices with a calculated
total amount. An additional “Prepayment” amount can also be added if needed. Once a payment
is ready to be made, the customer can click on the “pay” button. This is going to bring
the user to the next page, which shows the payment options. With ePay, customers can
choose to pay with either a credit card or an eCheck. Companies can choose to accept
either credit, eCheck, or both. A customer can select a preferred payment option from
their wallet, which is where they can store previous credit cards that they want to use
again. Remember, ePay is a certified solution, therefore all their credit cards are securely
stored. If they wish to use a new card, they can type in the information by clicking “Add
New Entry.” They can then choose to save this credit card in their wallet and they will
be able to use it in the future. At the bottom, the customer will be prompted to “pay now”
or “pay later.” If they choose to “pay later,” they will have to input the future date in
which they would like to process the transaction. When they are ready to process the transaction,
they will hit the submit button. This will send the transaction to the payment gateway
and it will either be approved or declined. If the payment is declined, ePay will display
the decline message to notify the customer that the payment has not been accepted. This
will end the process right here. If it is approved, however, the customer will be presented
with a confirmation page, which will show transaction details and a list of the paid
invoices associated with the transaction. Upon approval, ePay will also create a payment
cash receipt in GP and automatically apply it to the corresponding invoices. A confirmation
receipt email will be sent out to the customer. I’m going to pull up this payment document
in the GP cash receipt window so you can see how it looks like in GP. Let’s copy this payment
number from ePay, and paste it into the cash receipt window. As you can see, the payment
cash receipt got created instantly in GP for the amount we just processed from ePay. In
addition, this payment is automatically applied against the corresponding invoices. So that’s
how a customer can process a secure payment from ePay and have it integrated seamlessly
back into Dynamics GP.

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