Register for API payments with the below

• Secure Pay (Auspost) = https://www.securepay.com.au/

• NAB Transact = https://www.nab.com.au/business/payments-and-merchants/ecommerce-and-online-payments
  

• XML API

• Westpac

  • Payway (Requires Recurring Billing and Customer Vault module) = https://www.payway.com.au/

  • QuickStream = https://quickstream.westpac.com.au/

Setting up a Merchant account is unfortunately not something we at Transvirtual can assist. You will need to contact one of the three companies mentioned above to arrange the setup setup for an account and acquire the necessary details for it.

   

2. On merchant setting section, fill the details as follows:

      i. To see the invoice page, go to Finance > Operational Tasks > Customer Invoices and select the applicable invoice, the invoice detail page will display as shown below. 

      ii. After setting up a Merchant Account, you will then get an extra tab i.e., Credit Cards available on invoices.
      iii. If needed, then you can add a new Credit Card on invoice page. Once the correct card to charge has been entered and applied, you simply click on the Charge button to deduct that amount from the selected credit card as shown above.
To add a new card

          

 

B. Quote and Consignment Creation widget payments
Transvirtual offers widgets you can place into your website that allow customers to get quotes or create connotes without needing to login to Transvirtual or have a customer login. These widgets can be found under Configuration > General > Global Setup, click on Website Widgets tab and then click on the View/Test Website Widget Configuration as shown below.

                                                                   

C. Prepaid Customer Account Topups
There is the option in Transvirtual to have pre-paid customers. To do this go to the customer card you want to setup as pre-paid. To see the customer card navigate to Transport > Configuration and Setup > Card Files, click on Customers tab and select the applicable customer from the customer list and finally click on the Finance tab, the finance tab will open as shown below.

 

      i. Enable the Pre-Paid Account setting with the help of toggle button in Yes position, you then see this appear on the right-hand side of the same page/tab:

      ii. As you can see, this gives you the ability to set this customer up as a pre-paid customer. The credit card at the top will be what card they use to pay.
      iii. The Auto Prepaid Top-up enabled slider allows you to setup an auto top-up which means as the name suggests; when the balance (using above as an example) drops to 10 or below, this account will automatically top-up by the specified top-up amount.
      iv. You can add a manual transaction down the bottom as well or print a statement if required.
      v. Pre-paid customers do not have access to this part of Transvirtual, so they can also do the same thing via the consignment creation screen:

You need to toggle the below setting in the customer card if you wish to allow customers to top-up their own accounts.

D. Invoice Payment Widget

This can be found under Configuration > General > Global Setup, click on the Website Widgets tab and then click on the View/Test Website Widget Configuration.

Important Things to Note