SEPA Payment Method
Overview
Provided in this article are the steps to set up a SEPA Hosted Page in PeakCommerce, assigning it to a Profile, making a payment using SEPA, and checking the billing system records to ensure it was processed correctly. This article assumes the SEPA Hosted Page and Payment Gateway have already been created in the billing system.
Set up Hosted Page
1. Create a SEPA Hosted Page
Navigate to Payments > Hosted Pages and click "Add Payment Page"
Choose the SEPA HP you wish to use from the dropdown list. This list is pulled from your billing system Hosted Pages list.
The Page Name will auto-fill the same name from the billing system. This name may be changed in PeakCommerce.
Type and Version will auto-fill
Partner Admin is not required
Select the SEPA Payment Gateway in the billing system from the dropdown list
Adding a Host is not required
Click "ADD HPM"
2. Assign SEPA Hosted Page to a profile
Navigate to Users > Profiles, select the profile of choice and click "Edit"
Open the Currencies tab click on the EUR sub-tab.
In the SEPA Hosted Payment Page field, select the SEPA HP that was just created from the dropdown list
Click "Update" to save the profile
Note: Do not make any changes to the configurations tab for foreign currencies.
3. Enable SEPA in Profile Permissions
This profile must also have the following two permissions set to enable use of SEPA.
Pay Invoices
For customers to pay invoices using SEPA, the Pay Invoices with SEPA setting must be must be marked "Full" on the Pay Invoices tab.
Payment Method Permission
For customers to be able to view the SEPA payment methods they have on file, add a new SEPA payment method to their account, edit existing SEPA payment methods on their account, or do all of the above, the Bank Transfer Payment Method Permission on the My Account tab must be marked accordingly: View, Create, Edit, or Full.
Test payment
1. Make a payment as a customer
Log in as a customer with an open invoice.
Click "Pay an Invoice"
Enter an amount
Choose Pay With New Payment Method
Click the SEPA option then click "Continue"
Fill in the payment information then click "Confirm"
Review the transaction in the billing system
The following instructions are specific to Zuora.
1. Open Zuora
2. Find the customer
Search for the customer by Name or Account Number.
3. Review the Default Gateway
If the permission on the associated profile has "One-Time Purchase Persistent Permission" set to Full , or the user chose to process a one-time payment with the permission "One-Time Purchase Configurable Permission" set to Full, then the Default Payment Gateway should not have changed on the profile.
4. Review the Default Payment Method
If the permission on the associated profile has "One-Time Purchase Persistent Permission" set to Full, or the user chose to process a one-time payment with the permission "One-Time Purchase Configurable Permission" set to Full, then the Default Payment Method should not have changed on the profile. If it is set to None or not chosen, the Default Payment Method should be the newly created SEPA payment method.
5. Check that SEPA was used for this particular payment
Under Transactions, go to the Payments tab, and click on the payment number. Make sure the Payment Method information aligns with the SEPA payment information that was entered.
View the Additional Fields and verify that the payment gateway is the SEPA one.