** This email template is only available for ePay with Tokenization.
This template is used for sending a payment link from ePay to allow customers to make a one-time payment without having to login to ePay portal. From the main menu, navigate to Email Templates > Express Pay Notification Warning.
1. Enter the e-mail address of the default sender of the payment declined in the From box.
NOTE: If this field is blank, this e-mail notification is disabled.
2. Enter the e-mail address of any additional recipient(s) to blind carbon copy (bcc) the email. To enter more than 1 email address(s), separate them by semicolon (;)
3. Enter a default Subject heading in the Subject field. This can be changed if desired.
4. In the Main Message Body, the administrator can alter the message for Express Pay Notification Email Template as needed
5. Click the Save button at the bottom of the page
CONFIDENTIALITY NOTICE - The information contained in this document is confidential and proprietary. This document is to be used with the
understanding that it will be held in strict confidence and not used for reasons unrelated directly to the specific purpose of this document. No part of the document may be circulated or reproduced for distribution outside the Client organization without prior written permission from Nodus Technologies, Inc.
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3.1.16. Documentation
Nodus ePay documentation such as: User’s Guide, Release Notes and Installation Guide can be accessed from this menu. User can click on any of the document above to view them in PDF format.
NOTE: PDF reader software must be installed in order to view these documents.
Figure 3-53 ePay Documentation
4. Product Overview
4.1. ePay Functionalities
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understanding that it will be held in strict confidence and not used for reasons unrelated directly to the specific purpose of this document. No part of the document may be circulated or reproduced for distribution outside the Client organization without prior written permission from Nodus Technologies, Inc.
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CSRs can set up installment payment contracts while customers cannot. The difference between an installment payment contract and a recurring payment (AutoPay) contract (which customers can set up for themselves) is an installment payment contract involves other financial factors such as establishing an interest rate that is specifically tied to an outstanding invoice in GP
A CSR can create/edit a recurring invoice contract. Customers cannot create/edit this type of contract. Customer can only update the credit card information associated with the contract. While customers can view main or assigned Child accounts (if their account is set up as a parent
account in GP), CSRs can view all customers or only assigned customers. CSR cannot view parent/child relationship, it has to be viewed as individual account.
CSRs cannot be activated using the Log-in page Activation button. Only Administrators can activate a CSR through the Admin portal.
CSRs can use eSOP Sales Order Entry to generate a sales order document. Customers cannot create this type of document.
4.1.1. Single Sign-On
ePay Advantage allows customers to seamlessly link their existing sites and web applications to the ePay website via the Single Sign-on page so the customers do not have to login multiple times across all sites. To utilize this feature, generate a link in your application. Using Http Post is highly recommended.
NOTE: To redirect visitors to the portal site when visitors go to ePay page directly, please enter the login page URL into “ReturnUrl” in Web.config. Otherwise leave it blank.
For Logout, to redirect visitors to a different web page, please enter the designated page URL into “LogoutReturnURL” in Web.config. Otherwise, leave it blank.
FIELD DESCRIPTION
a1 CustomerNumber. Encrypted
ePay encrypts the username (parameter a1) using a Triple DES algorithm. Enter the initial vector (InitializationVector) and encryption key
(EncryptionKey) in Web.config located in the ePay site root.
To test encryption or description using an entered initial vector and encryption key, go to:
[YourEpayURL]/admin/ssosetup.aspx
var3 Store ID. This can be found at Back Office Integration
If the Store ID is 00000000-0000-0000-0000- 000000000000, please click the Reset button to display the encrypted Store ID.
var4 User role in EPay. 'CUS' for customers. 'CSR' for Customer Service Representatives
var5(Optional) Customer Number. A CSR will be allowed to conduct transactions on behalf of this customer. var4 must be 'CSR'.
CONFIDENTIALITY NOTICE - The information contained in this document is confidential and proprietary. This document is to be used with the
understanding that it will be held in strict confidence and not used for reasons unrelated directly to the specific purpose of this document. No part of the document may be circulated or reproduced for distribution outside the Client organization without prior written permission from Nodus Technologies, Inc.
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4.1.2. Customer Activation
Before customers can be granted access to ePay Advantage, they must first be created in Dynamics GP and imported to ePay Advantage (through Nodus Synchronizer). Once the import has been completed, the Customer can assign themselves a user name and password as shown below.
PRE-REQUISITES: The customer record inside GP must have the following information populated prior to the import:
1. Phone Number: Customer Account in GP must have a phone number since Nodus uses customer’s registered phone number as one of the criteria to activate the account.
2. Email Address: Customer Account in GP must have an email address assigned under the Primary Address record.
NOTE: If there is more than one email addresses needed, they can be separated by either comma or semicolon.
3. Activation Code: An automatically generated code from ePay as the customer record is imported from GP into ePay. It is used to activate an existing customer account on ePay. By default, the activation code is embedded into the Activation URL variable on the New Customer Import email template. Upon clicking on the Activation URL, the activation code will auto-populated onto the Customer Activation page on ePay.
Steps to Activate an ePay account:
1. Go to the main ePay User site log-in page
2. Click the Activate button. A registration window appears
3. Fill out the requested information. The Customer Number must be the same as the Customer ID used by the Dynamics GP Customer Maintenance window.
4. The username can be in the following forms: email address, Customer Number/ID, standard web user name.
5. Click the Submit button to activate the user account
CONFIDENTIALITY NOTICE - The information contained in this document is confidential and proprietary. This document is to be used with the
understanding that it will be held in strict confidence and not used for reasons unrelated directly to the specific purpose of this document. No part of the document may be circulated or reproduced for distribution outside the Client organization without prior written permission from Nodus Technologies, Inc.
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Figure 4-1 Activate Button
4.1.3. Site Log-in
There are three types of User IDs that can be used by the customer as a log-in. In each case, the Customer home page will initially load.
Customer ID
Customer e-mail address Customer chosen user name