Index
Overview
With Uplifter's Payment Method feature, clubs now have more control over how they offer and present payments options. This resides in the ability to create payment groups, then sort which payment methods are available within those groups. Payment Methods are available via Settings > Uplifter Settings > [Merchant Details] tab. Note, to view the [Merchant Details] tab you will need to be allotted the Merchant Credentials permission.
Payment Methods
Payment methods are variations on what types of payments your club/organization accepts. Standards would be Cheque, Cash, Credit Card, and Gift Certificate. However, club administrators can now generate their own payment styles. To begin, please ensure you are on the [Payment Methods] tab.
Create a Payment Method
- Select Add Payment Method
- Enter desired details for the payment method
- Select Save All
Creating a payment method allows you to customize they payment options you allow. You may make a payment options for "E-Transfer" payments. Each manually made payment method must coincide, functionally, with a presently available payment type. To begin, select the "Add Payment Method" button.
Payment Type: The type of payment you are creating. Ex. Cheque, in-House Terminal, etc.
Public Payment Method: Toggle whether or not the payment type is visible/usable by standard members on the public side of the system. When disabled, admins still have access to this payment method.
Checkout Text: The custom text displayed within the button at time of checkout. This should be concise and to the point.
Dropdown Text: The custom text displayed on the public checkout. Selecting this will then display further information/fields required by this payment type.
Reporting Name: The name used in reports to represent this payment selection. This also displays at the bottom of invoices as the payment method selected.
Advanced Notification Days?: Set the number of days before a payment is owed that the system will send out a reminder. Setting this to 0 means the notice is never sent. Customize your notice via Settings > Global Settings > [Notifications] > Payment Installment Notifications > Upcoming Payment Installment
Payment Groups: The payment method groups that this payment should be included in.
Be sure to select to Save All at the bottom of the page to keep any changes!
Edit a Payment Method
- Select payment method
- Update information
- Select Save All
To begin editing a payment method, select the method from the list on the left. This will populate the payment method's information in the form on the right. Edit as desired and be sure to select Save All at the bottom of the page to keep any changes.
Delete a Payment Method
- Select the undesired payment method
- Select Delete
- Select Save All
To delete an unwanted payment method, select the payment method from the list on the left. At the bottom right corner of the payment method information you will find the option to Delete. Note, you cannot completely delete a payment method that has been used by a member. Note, however, you can disable the "Public?" check box to remove it from public options.
Credit Card Payment Gateway
If your club would like to offer online payments via a payment gateway you will first have to connect your gateway account via the credit card payment method listing. For more information on the connection process, and your merchant account in general, please see our article Merchant payouts via Uplifter.
Note: Online payments go through your merchant account. See Merchant payouts via Uplifter for the payment processors available now and the ones Uplifter used to support.
If enabling a credit card payment method you will also have the option to enable some unique features:
- Allow Payment Methods To Be Saved To Account: By enabling this feature you will allow end users to save credit card details to their account for future use. This gives them (and admins) a fast and easy way to pay by credit card. Please note that, as always, Uplifter does not touch or retain any payment data itself.
- Group Transaction Processing: By enabling this feature the system will look for users who have multiple payments being processed at the same time and combine them. This helps reduce per-transaction costs you may see from your payment gateway. However, it may also have an effect on your reconciliation reporting as multiple owing balances will be marked as a single payment.
Interac Online
If your club would like to offer Interac Online payments through your merchant account you will first have to connect your Interac-enabled merchant account via the Interac Online payment method listing. For more information on the connection process please see our article Merchant payouts via Uplifter.
Payment Method Groups
Payment method groups are groupings of payment methods that are easily selected when creating programs or other products. By selecting a payment method group during product creation you are deciding which payment types are acceptable to pay for said item. To begin, please ensure you are on the [Payment Methods Groups] tab.
Create a Payment Method Group
- Select Add Payment Method Group
- Name your group and enable/include your desired payment methods
- Select Save All
Creating a payment method group allows you to customize the groupings of payment methods you allow. You may wish to create an "Offline Only" payment group, which would include payment methods like cash, cheque, e-transfer, or anything else that does not go through your payment gateway. To begin, select the Add Payment Method Group button.
Payment Group: The name of your payment group. Your name should represent the options it includes.
Payment Methods: The payment methods included in this payment method group.
Edit a Payment Method Group
- Select payment method group
- Update information
- Select Save All
To begin editing a payment method group, select the method group from the list on the left. This will populate the payment method group's information in the form on the right. Edit as desired and be sure to select Save All at the bottom of the page to keep any changes.
Delete a Payment Method Group
To delete an unwanted payment method group, select the payment method group from the list on the left. At the bottom right corner of the payment method group information you will find the option to Delete. Note, you cannot delete a payment method group that is in use by a program or product.
Selecting a Payment Method Group
During product, subscription, ticket, or program creation, the system will offer a drop down selection to choose which payment method group you would like to use. By selecting the group you will automatically set the payment methods that are accepted for this item. It is a wise choice to retain an "All Payments" options as well as an "Offline" and "Online" variance to offer you a wider range of control.
Multiple Payment Method Groups On An Invoice
There may be cases that arise where you offer two or more items at the same time, that each use a different Payment Method Group. In these instances the system will look at the payment method options associated with both/any items, and eliminate those that are not shared. This can, at times, result in no payment methods being allowed and users not being able to check out - so please be careful!
For example, let's say you have an Offline Only group that includes Cash, Cheque, and Gift Certificate. You also have an Online Only group that includes Credit Card and Gift Certificate. Product A in your system is Offline Only while Product B is Online Only.
A user puts both Product A and B in their cart. The system will review the two items and their payment methods and determine what options are available based off of what each allows and does not allow. Product A does not allow Credit Cards and Product B does not allow Cash or Cheque. The only method they can agree on is Gift Certificate. As such, when the user goes to pay, this is the only option available to them.
These intersecting issues are especially prevalent with admin fees and insurance fees (SC fees, GC fees, etc.). As such, you will want to ensure that these types of items use your most inclusive payment group.
Payment Method Examples
In-House Terminal
Settings:
- Payment Type: In-House Terminal
- Public Payment Method: unchecked
How It Works: By setting up your In-House Terminal payment method as suggested above, you will have a payment option that is only available to site admins. This means that users cannot opt to pay this way when checking out online. However, if they come into the office to make a payment it can be used as an option by your admins. That way you can keep track of how the payment was made within Uplifter.
E-Transfer
Settings:
- Payment Type: Non-Uplifter Electronic Transfer
- Public Payment Method: checked
- Advanced Notification Days?: 5
How It Works: By setting up your E-Transfer payment method as suggested above, you will have a payment option that is accessible to all users. This means that users can opt to pay via E-Transfer at checkout then send their transfer to your club outside of the Uplifter system. By using the Advanced Notification Days feature you can ensure the system reminds them of any upcoming owing balances. We also recommend creating a policy (Settings > Policies) and/or adding payment information to the Offline Message Notification (Settings > Global Settings > Notifications) so that users are aware of how to pay.
Subsidy Plan (Kidsport, Jumpstart, etc.)
Settings:
- Payment Type: Third-Party Payment
- Public Payment Method: unchecked
How It Works: By setting up your Subsidy Plan payment method as suggested above, you will have a payment option that is only available to site admins. This means that users cannot opt to pay this way when checking out online. However, they can notify your admin team about their potential usage of a subsidy plan and, once processes, their invoice can be updated by an admin to reflect the application thereof. That way you can keep track of how the payment was made within Uplifter.