Credit Card Processors for Payment Schedules

You can use the Credit Card Processors for Payment Schedules page to add and manage automated payment schedules for students and process these payments in batches. Once batches have been processed, the program automatically updates the Student Ledgers and Payment Information folders to reflect payments made.

You can use the:

  • Processors tab to configure the batch settings and permissions for a staff group to work with auto drafts and the campuses, to associate with a student account.

  • Response Groups tab to configure response codes for failed transactions to associate with actions your institution will take when such failures occur.

Prerequisites

Depending on your task, you must have:

  • Student Accounts - Configuration - Credit Card Processors for Payment Schedules - View, Edit, Delete, and New authorization

To use an additional payment gateway provider, your institution must have selected Yes for Enable Additional Payment Gateway Provider for electronic processingClosed Select Yes to enable an additional payment gateway provider (other than PayPal or ACI) for credit card processing. When you select this option, it permanently disables the following configuration and processes related to credit card and ACH processing in the legacy interface: • Admissions & Housing Deposits • Process Online Applicants under Admissions • Credit Card Processor configuration for single credit card payments on the Electronic Processing tab under Campus Locations • Payment Information for students – Credit Card related areas • Payment Information for Agency • Post FA disbursements (where you can post batch an agency payment using the credit card payment method) • Post Payments – through Ledger Card and Daily menu • Process Electronic Drafts • Refunds – through Ledger Card and Daily menu under Advanced Features. (Select the Settings tile > expand System > select Advanced Features.)

Access Method

Select the Configuration tile > expand Student Accounts > select Credit Card Processors for Payment Schedule.

Filters

By default, the grid displays all records for the campuses you are authorized to work with. You can use the drop-down at the top of the page to display only records for a specific campus.

Procedure to Add or Edit Items

Processor Tab

Use the Processor tab to configure automated payment schedules for students. You can also configure batch and permission for a staff group to work with auto drafts and the campuses to associate with this account.

  1. Review the values of the records in the grid.

  2. If you want to:

    • Add a new list item, select the New button on the toolbar

    • Add a new list item by copying and modifying an existing list item, select the row in the list and the Duplicate button on the toolbar

    • Edit an existing list item, select the name in the list

  3. Review, specify, or change the following values.

    AccountClosed Indicates the account number used for processing the batch.

    Authorization AmountClosed Specify the authorization amount to be used to authorize the credit card when adding a new credit card. This amount can be changed based on the requirements of the credit card processor, as some credit card processors do not allow an authorization amount of $0.00.

    CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

    Division Business IDClosed Specify the division business ID. This field is displayed when the Payment Gateway Provider is ACI.

    ModeClosed Indicates the processing mode. The options are Live and Testing. Testing indicates that you are sending dummy data using a test account. When you add a credit card or make a direct credit card payment in Test mode, you will be redirected to a hosted test page. When you make a single credit card payment in Test mode, the appropriate test URL will be used to post the test payment to the provider’s server for processing. Live indicates that you are sending real data. When you add a credit card or make a direct credit card payment in Live mode, you will be redirected to a hosted live page. When you make a single credit card payment in Live mode, the appropriate live URL will be used to post the payment to the provider’s server for processing.

    NameClosed The descriptive name of the item.

    PartnerClosed Specify the partner. This field is displayed when the payment gateway provider is set to PayPal.

    Payment Gateway ProviderClosed Indicates a payment gateway provider. Anthology Student supports PayPal, ACI, and TouchNet.

    Staff Groups for Automatic AutodraftClosed Select the staff group that is permitted to create batches of automated credit card payments.

    VendorClosed Select the Vendor. The options are Live and Testing. This field is displayed when Payment Gateway Provider is set to Paypal.

    uPay Site IDClosed Indicate the uPay site ID. This field is displayed when the Payment Gateway Provider is set to TouchNet.

  4. In Account Information, review, specify, or change the following values.

    AccountClosed Indicates the account number used for processing the batch.

    PasswordClosed Specify the password assigned to this account by the payment gateway provider.

    Reenter PasswordClosed Validate the password by re-entering the value.

    User NameClosed Specify the user name assigned to this account by the payment gateway provider.

  5. In Campuses, review, specify, or change the following value.

    CampusClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

  6. Take the appropriate action on the Campus.

    • To add new Campus Associations:

      1. Select the Add button on the toolbar. Anthology Student displays the Select Campuses dialog box.

      2. Select the campuses.

      3. Select the Select button. Anthology Student adds the selected campus to the campuses list.

    • To remove a record:

      1. Select the check box to select the campus.

      2. Select the Remove button on the toolbar. Anthology Student removes the campus from the list.

  1. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button

Response Groups Tab

Use the Response Groups tab to add or edit response codes for failed transactions to associate with actions the institution will take when such failures occur. Anthology Student generates reports of failed transactions.

  1. Review the values of the records in the grid.

  2. If you want to:

    • Add a new list item, select the New button on the toolbar

    • Add a new list item by copying and modifying an existing list item, select the row in the list and the Duplicate button on the toolbar

    • Edit an existing list item, select the name in the list

  3. Review, specify, or change the following values.

    Add to Student GroupClosed Select the student group to associate a Response Code Group with an existing campus group.

    Assigned Staff MemberClosed Select a staff member associated with the trigger task.

    NameClosed The descriptive name of the item.

    Response CodesClosed Indicates the reasons for non-payment by the ACH Processor. Typical reasons are insufficient funds in the student's account (NSF), incorrect routing number, and account closed.

    Transaction AmountClosed The transaction amount.

    Transaction CodeClosed The transaction code.

    Trigger TaskClosed Select a trigger task associated with the Payment Response Code Groups.

  1. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button

Limitations

You cannot edit configuration items that have a Yes in the System column. These items are defined by Anthology Student.