Agency Credit Cards

You can use the Agency Credit Cards tile to add or edit a credit card for an agency branch. This allows you to post payments from that agency branch to a student's ledger using the credit card on file for that branch.

If your institution is using a payment account and:

All campuses in the campus group use the same payment account, Anthology Student displays the page for the payment gateway to authorize the credit card
The campuses in the campus group use different payment accounts, you must select which account to use to authorize the new credit card so that Anthology Student knows which payment gateway page to display

If your institution is not using a payment account, Anthology Student displays an area so that you can specify the credit card information.

Prerequisites

To edit the page, you must have Contact Manager - Configuration - Manage authorization.

To add and edit a credit card, you must have Contact Manager - Configuration - Agencies - New and Edit authorization.

You must have selected the General tile and completed the general information for the branch.

The agency branch must not already have an active credit card. (To add a different credit card, you must deactivate the current card.)

Your institution must not be using a payment account. If you are using a payment account, you must delete and add back the credit card information so that it can be verified.

To use an additional payment gateway provider, your institution must have selected Yes for Enable Additional Payment Gateway Provider for electronic processing 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.)

To edit an agency or its branches for more than one campus, you must have access to all the campuses specified for the agency. For example, if it was configured for 3 campuses and you only have access to 2 of the campuses, you can view, but cannot edit the agency. (When you add an agency, you can only select campuses where you have access.)

Access Method

New Agency Branch or Branch Name page (Select the Configuration tile > locate Contact Manager > select Agencies > select the Name of the agency > under Branches, select the New button or select an existing agency in the grid.)

Procedure to Add or Edit Items

Select the Agency Credit Card tile.
If you want to:
- Add a new credit card, select the New button on the toolbar
- Edit credit card inormation, select the name in the list.
  
  If you have selected ACI as your credit card processor, then a credit card is displayed only if:
  - The card is added through ACI’s Funding Portal with the “Save this information for use with future payments” option not selected. This indicates that the card is meant for one-time use only and no successful payment has been made against the card.
  - The card is added through ACI’s Funding Portal with the “Save this information for use with future payments” option selected. This indicates that the card is meant to be used for future payments.

The actions you take next depend how the campuses in the campus group are configured to verify credit card payments.

Configuration	Result in Anthology Student	Action to Take
All campuses in the campus group use the same payment account		Complete or edit the page for the account.
The campuses in the campus group use different payment accounts	If only one Credit Card Processors is found, then Anthology Student redirects to the Credit Card Processor’s hosted page so that a credit card can be added. If multiple Credit Card Processors are found, then Anthology Student displays a dialog so that you can select the Credit Card Processors to be used to process all credit card transactions for the selected agency.	On the Credit Card Processor dialog box, select the Credit Card Processor Indicates the specified name of the credit card processor. The options are: • ACI- You are redirected to the ACI payment page • Paypal- You are redirected to the PayPal page • TouchNet- You are redirected to the uPay page Complete or edit the page for the account.
Your institution is not using a payment account	Anthology Student displays an area below the list that you can use to specify the credit card information.	Specify or change the values. Card Type The credit card type, for example, visa or master card. City The name of the city. Expiration Month The month when the credit card is no longer valid. Expiration Year The year when the credit card is no longer valid. First Name The first name of the student or person. Last Four Digits of Credit Card The last four digits of the credit card number. Last Name The last name of the student or person. State If within the United States, the name of the state. Street Address The street address. For student addresses, if an address has more than 40 characters, the additional characters in the address line will not be extracted to be sent to COD but will be truncated. ZIP Code/Postal Code The postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid ZIP codes. If you want to save and continue making changes, select the Save button. To close the form, select the Save & Close button

Configuration

Result in Anthology Student

Action to Take

All campuses in the campus group use the same payment account

Complete or edit the page for the account.

The campuses in the campus group use different payment accounts

If only one Credit Card Processors is found, then Anthology Student redirects to the Credit Card Processor’s hosted page so that a credit card can be added.

If multiple Credit Card Processors are found, then Anthology Student displays a dialog so that you can select the Credit Card Processors to be used to process all credit card transactions for the selected agency.

On the Credit Card Processor dialog box, select the Credit Card Processor Indicates the specified name of the credit card processor. The options are: • ACI- You are redirected to the ACI payment page • Paypal- You are redirected to the PayPal page • TouchNet- You are redirected to the uPay page

Complete or edit the page for the account.

Your institution is not using a payment account

Anthology Student displays an area below the list that you can use to specify the credit card information.

Specify or change the values.

Card Type The credit card type, for example, visa or master card.

City The name of the city.

Expiration Month The month when the credit card is no longer valid.

Expiration Year The year when the credit card is no longer valid.

First Name The first name of the student or person.

Last Four Digits of Credit Card The last four digits of the credit card number.

Last Name The last name of the student or person.

State If within the United States, the name of the state.

Street Address The street address. For student addresses, if an address has more than 40 characters, the additional characters in the address line will not be extracted to be sent to COD but will be truncated.

ZIP Code/Postal Code The postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid ZIP codes.

If you want to save and continue making changes, select the Save button.

To close the form, select the Save & Close button

Limitations

You cannot edit the values for Card Type and Credit Card Number. If you need to change either of the values, you must deactivate and specify the card again.