Pay Now is an alternative to the full Checkout control that can be enabled for some or all products. Pay Now takes users through a simplified, single step checkout process, whereas the Checkout control is a three-step process. You can incorporate it into an existing order workflow (e.g., Member Join or Meeting Registration) by adding it as the last step in the workflow process. It can also be used to pay existing orders (e.g., placing this control on the Pay Open Balances page on the My Account page, which would redirect web users to the Pay Now page).
If
the web user is logged in and the product detail control has been configured
to enable pay now, the Pay Now button will display on the Product
Detail page. However, the web user does NOT have to be logged in in
order for the Donate Now button to display on the online
donation control.
For more information on the web settings for this control, please see Configuring the Web Settings for the Pay Now Control.
Before configuring the Pay Now control, it is important that your back office configurations are accurate. If not, these configurations will not display properly on your e-Business website. See Configuring the Back Office Settings for the Pay Now Control for more information on the system types and codes that need to be web enabled before setting up this control.
On the web, when the logged in web user clicks Pay Now, the Pay Now page displays similar to what is shown below.
Web users can perform the following from this control:
· Pay for additional items in cart
· Remove or back order products that are no longer available
· Select billing and shipping address
· Select employer associated with order
· Apply a coupon or promo code
· Select a saved credit card for payment
· Add a new credit card for payment
As of 7.6.0, if the logged in web user has additional items in his/her cart, a message will display at the top of the Pay Now control notifying the web user and providing the option to go to his/her cart to pay for all items. The URL that opens when the web user clicks this link is defined in the web settings of the Pay Now control. For more information, please see Configuring the Web Settings for the Pay Now Control.
If your web user has products in his order that are no longer available,
it will display as highlighted below. The web user can decide to back
order this product or remove it from his/her order.
The web user's primary address defaults to the billing and shipping address on the order. If necessary, the web user can select a different existing address to be used as the billing and/or shipping address or he/she can add a new address. If the web user clicks Use a saved address, a list of available addresses displays, as shown below.
If the web user click Add new address,
the following form displays:
As of 7.6.0, if the CUS MULTIPLE_CONCURRENT_EMPLOYERS
application
parameter is set to "Y" and the order master ship-to customer
has more than one current employment relationship, the Employer Information
section displays, as shown below. The customer's primary employer will
be selected by default, but he/she can select a different employer to
associate with the order. This is used when engagement scores for companies
includes employee points rolled up to the employer company. However, this
information can also be used for other reporting purposes as this data
is stored in the EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID
columns in the Order_Master table. For more information, please see Changing
the Employer on an Order.
From the Select Shipping Preference
drop-down, the web user can select his/her shipping method, as highlighted
below.
Please
note that the Display Shipping Options at Pay Now
checkbox on the eBusiness Control screen in Product Maintenance must be
checked in order for the Pay Now control to display shipping options.
For more information, please see Configuring
Back Office Settings for the Pay Now Control.
Web users have the option to applying a coupon or promo code to their order. As of 7.5.2, you can define a market code and/or coupon code that qualifies the web user for free shipping. For more information on coupons and promo codes, please see Configuring Back Office Settings for the Pay Now Control.
If the web user applies a coupon or promo code that was not accepted,
the page displays, as shown below. Please note that this message is configurable
in the web
settings for this control.
If
the web user applies BOTH a free
shipping coupon AND a free
shipping market code to his/her order, if he/she removes the market
code, the system will remove the free shipping even though the coupon
is still applicable. This is a known issue. The web user must remove the
coupon and re-add it in order for the free shipping to be applied.
As of 7.5.2, if the checkout control has been configured to allow saved credit cards (via Allow Saved Credit Cards? checkbox in web settings), the "Select a Saved Credit Card" section will display in the Payment step of the checkout process. From here, web users can update the following information on an existing credit card is:
· Name on Card
· Expiration Date
· Security Code
Saved
credit cards can NOT be removed or replaced from the checkout process.
If necessary, web users can navigate to the Saved
Credit Cards control in the profile to do so.
Web users have the option to Add a New Card from this step in the checkout process, as shown below.
If
the web user checks the Save this Credit
Card Information? checkbox, the credit card will display in the
Saved Credit
Cards control.
eChecks require
US Dollars. If your organization is using multi-currency, eChecks should
NOT be used for portals not using US Dollars as the base currency.
As of 7.5.0, if the open E-commerce batch includes an e-Check (i.e., the eCheck checkbox is checked on the Receipt Types and Cash Accounts screen in Organizational Unit Maintenance) receipt type, the Pay by eCheck option displays. Please note that as of 7.6.0, this section will look differently depending on the payment handler defined for the eCheck receipt type in the E-commerce batch, as Vantiv eCheck processing is now supported. For more information, please see Using eChecks in Personify360.
If the web user clicks What's this
from the Bank Routing Number or Bank Account Number fields, the ECheck
Information window displays, as shown below.
As of 7.6.1, if the open E-commerce batch includes a PayPal (i.e., the PayPal checkbox is checked on the Receipt Types and Cash Accounts screen in Organizational Unit Maintenance) receipt type, the Pay with PayPal option displays, as shown below.
Please note that PayPal will not be presented to the web user as an available payment method if any of the following conditions exist:
An item in the cart is an INV product on back-order
An item in the cart is an INV product that is on pre-order
An item in the cart is a DCD/ECD product that is on pre-order (new functionality as of 7.6.1)
An item in the cart is a FND pledge product
An item in the cart is a FND recurring gift product
The auto-renew to credit card option is selected in the membership join workflow
When the web user opts to make a payment by PayPal, the system will present the web user with a PayPal login screen so the web user can enter their PayPal username and password. When the web user then clicks “Continue” on the PayPal screen, the system will return the web user to the organization’s payment page and PayPal will return the following information:
Token
PayPal Payor ID
PayPal Txn ID
With this information, the system then gets an authorization for the payment from the payment handler, which is stored in Ccp_Req_Ans in a PRE-SALE or PRE-AUTH record along with the PayPal information. CCP610 will then settle the PRE-SALE authorization.
When the web user clicks Complete Order, the order is processed and he/she is taken to the Thank You page. See the Order Summary Control for more information on how to configure this control.