ProDon:Electronic Transaction Module - PaySafe

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Electronic Transaction Module - PaySafe



CAUTION: This is the version 5 of the document, to go to the version 4, click here


Introduction

The "Electronic Transaction" module allows the saving, the cumulation and the processing of transactions paid with credit cards or bank transfers. 


Electronic payments can be validated in 2 ways, on every transaction (instant) or in batches (at the desired time).


If the electronic payments are validated in batches, the transactions will be kept in ProDon, until the moment the batch is sent to PaySafe, which will perform verifications on it the night following the transfer.


The electronic payment entry is always done in PaySafe's interface and all the information is stored is a secured vault at PaySafe. No credit card or CVV number (see Lexicon for definition) will be kept in ProDon.


After entering the payment information in the PaySafe interface, a token is returned to ProDon. This token is a unique reference number that is assigned to the credit card information and this token can be kept in ProDon, in order to reuse the payment information in future transactions.


Adding/Editing/Viewing Electronic Transactions

To view the electronic transactions in treatment, go to the "Instant" tab of the "Transaction management".

ProDon5 Electronic Transaction Module 001.png

A: The "To be sent" tab contains all the transactions to be sent to PaySafe. To learn how to process the transactions of this tab, view this section.

B: The "To be validated" tab contains transactions that have expired information.To learn how to process the transactions of this tab, view this section.

C: The "Awaiting response" tab contains all the transactions that have been sent to PaySafe batch processing. To learn how to process the transactions of this tab, view this section.

D: The "Accepted" tab contains all the transactions that were processed by PaySafe and which were accepted, you must then transfer them. To learn how to process the transactions of this tab, view this section.

E: The "Denied" tab contains all the transactions that were processed by PaySafe which were declined. To learn how to process the transactions of this tab, view this section.


F: The "Unknown" tab contains all the transactions for which there was a problem during the treatment. If a transaction is found under this tab, contact the technical support at Logilys.

G: Click on the Button add plus.png button in order to add a new electronic transaction. After clicking on that button, this window opens.


H: To view or modify a transaction, double-click on the right transaction. After double-clicking on the transaction, this window opens. 



Entering Electronic Transactions

After clicking on the Button add plus.png button, the following window opens.

ProDon5 Electronic Transaction Module 002.png

A: Search the client for whom an electronic transaction must be added.

B: Select the desired client. If the client does not exist in ProDon, see point D.

C: After selecting the desired client at B, click on the " Button Check mark Confirm.png Add a transaction for this client" button, this window opens. 

D: If the client does not exist in the database, click on the "Add client button.png Add client" to add the client in ProDon before creating the transaction. To learn how to complete a client file, see the section "Client File Details" of the "Client Management" document. Once the client file is completed, this window opens.


After double-clicking on transaction to modify or after adding a new transaction, the following window opens.

NOTE: To learn how to fill in the fields of the transaction, see the "Adding a Transaction" of the "Transaction Logging" document. 

ProDon5 Electronic Transaction Module 003.png

A: Select a PaySafe instant payment method. After selecting a PaySafe instant payment method, a window asking to save is displayed. After clicking on "Yes" to save, this window opens. 

NOTE: When a donation is paid with a credit card from another country, it is required to specify the CVV. However, the CVV payment method is not available here, but it will be possible to specify it in the PaySafe payment zone.

B: By adding a transaction, the Enter electronic payment information button.png button allows you to decide whether the entered transaction is an instant payment or a batch payment. After clicking on the transaction addition button, this window opens.

When modifying a transaction, the Enter electronic payment information button.png button allows you to view the payment information of the transaction. After clicking the transaction modification button, this window opens.

C: After entering all the transaction information, click on the "Button Check mark Confirm.png Confirm" button. After clicking on the button, the transaction is sent to the "Instant" tab of the "Transaction management".


Choosing the Electronic Payment Method

After selecting a PaySafe instant payment method or clicking on the Enter electronic payment information button.png button in the transaction addition window, the following window opens.

ProDon5 Electronic Transaction Module 004.png

A: By selecting the "Instant payment" option, the transaction is verified immediately and can be found under the "Accepted" or "Denied" tab of the "Transaction management".

CAUTION: In the case of a bank transfer, it is possible that the transaction is accepted, because all the banking information is valid. However, it can be declined a few days later on NetBanx, because of insufficient funds.

B: By selecting the "Batch payment" option, the transaction can be found under the "To be sent" tab of the "Transaction management", in order to process it later in a batch.

C: By clicking on the  "Cancel button.png Cancel" button, ProDon returns to the transaction entry window.



Choosing the Registered Token

It is possible the following window opens after clicking on the "Instant payment" or "Batch payment" button. If it is indeed the case, follow these instructions.

If the window displayed, after clicking on the "Instant payment" or "Batch payment" button, is not the following, view this section.

If a token had already been registered in the client file when entering a prior transaction, the following window opens after clicking on the Enter electronic payment information button.png button or after selecting a PaySafe payment method, when adding a transaction.

ProDon5 Electronic Transaction Module 005.png

A: Select the right token in the list.

B: After selecting the right token, click on the " Button Check mark Confirm.png Confirm selection" button.

C: If the tokens at A do not correspond to the payment method to be used, click on the "Button add plus.png New" button to enter the new payment information. To learn how to enter new payment information, view this section.

D: The "Cancel button.png Cancel selection" button allows you to return to the transaction entry window.


Entering Payment Information

If a token had already been created in a prior transaction, view this section.

After clicking on the "Instant payment" or "Batch payment" button of this window, the following window opens. The information of the client making the transaction should appear automatically.

ProDon5 Electronic Transaction Module 006.png

A: This information must be entered, except for the phone number and the email address.

B: This statement only appears if the "Batch payment" option has been chosen in the previous window. In that event, the amount of the transaction will not be withdrawn right away and only a few pieces of information will be validated. To learn more about payments in log, click here.

C: After entering all the information at A, click on the "Button Check mark Confirm.png Confirm" button. After clicking on the button, this window opens.

D: By clicking on the "Cancel button.png Cancel" button, ProDon returns to the transaction addition window.


After clicking on the "Button Check mark Confirm.png Confirm" button of the previous window, the following window opens.

ProDon5 Electronic Transaction Module 007.png

A: Verify the information of the transaction.

B: Verify the information of the client.

C: Enter the payment information.

D: By clicking on the "Return" button, this window opens and the operation is cancelled.
E: By clicking on the "Pay now" button, the transaction is verified. If the transaction is accepted, this window opens. If the transaction is declined, this window opens.

F: If the entered transaction is in batches, the amount at A will be $1. This amount is actually an authentification that allows for the validation of the card. This amount is not debited, it is only borrowed for more or less 24 hours.


Confirming the Transaction Processing

Following the transaction entry, the transaction can be accepted or denied. Here are the instructions to follow in both cases. 


Transaction Accepted

If the transaction is accepted, the following window opens.

ProDon5 Electronic Transaction Module 008.png

Click on the "Button Check mark Confirm.png Close" button then returns to the transaction in ProDon.


After clicking on the "Button Check mark Confirm.png Close" button, the following window opens.

ProDon5 Electronic Transaction Module 009.png

This window allows you to decide whether or not the token of the payment information should be kept in ProDon for future use.

By clicking on the "Button Check mark Confirm.png Yes" button, the token is kept in the file of the transaction in progress and in the client file of the person who made the transaction, in order to be able to reuse the payment information without having to enter it again in another transaction with the same client.

By clicking on the "Button cancel.png No" button, the token is kept in the transaction file, but not in the client file. You will have to specify the payment information again for the next transactions of this client.

To learn how to view the payment information in a transaction file, see this section.

NOTE: It is recommended to keep a token only for commitments or if the donor is a regular one. Since the probability is that if a donor does not make donations frequently; therefore, his or her credit card will be expired or invalid for future transactions.


Transaction Denied

If the transaction is declined, a window similar to the following one opens.

ProDon5 Electronic Transaction Module 010.png

The "Button Check mark Confirm.png Yes" button allows you to revalidate the payment information immediately.

The "Button cancel.png No" button allows you to send the transaction under the "Denied" tab to revalidate the payment information later. Click here to learn how to process denied transactions.

NOTE: It is advisable to choose the "Button cancel.png No" button to look at the problem with the client or with PaySafe.


Cancelling a Transaction

After clicking on the "Return" button of this window, the following window opens.

ProDon5 Electronic Transaction Module 011.png

Click on the "Cancel button.png Cancel" button to return to the transaction in ProDon.


Processing of Instant Transactions

"To be sent" Tab

If the payment method chosen in this window was "Batch payment", the transaction would be found under the "To be sent" tab.

This tab contains all the transactions to be sent to PaySafe. You need to send the transactions to PaySafe, which will verify them the night following the transfer.

ProDon5 Electronic Transaction Module 012.png

To send the transactions to PaySafe to be processed, click on the Send instant payment button.png button.

If only certain transactions need to be sent, create a filter or a search on the transactions to be sent, then click on the Send instant payment button.png button.

NOTE: The transactions with a later date than the current date can be sent to PaySafe, but will be processed only when the transaction date is equal or prior to the current date.


After clicking on the Send instant payment button.png button, the following window opens.

ProDon5 Electronic Transaction Module 013.png

Click on the "Send" button at B, to send the transactions to PaySafe.

If the checkbox at A is not checked, the transactions will be found in the "Awaiting response" tab, so that they can be processed later. 

If the checkbox at A is checked, the transactions are verified immediately and can be found under the "Accepted" or "Denied".

NOTE: The checkbox at A is only available for users who have the access to force the immediate treatment. It is not recommended to check this checkbox, because if there are a lot of transactions to process, this operation can take a few minutes. It is therefore advisable to send them under the "Awaiting response" tab, so that PaySafe processes them in batches, the night following the transfer.


"To be validated" Tab

ProDon5 Electronic Transaction Module 014.png
The "To be validated" tab is available only in the version 5.0.3. In this tab, there are all transactions that should have been into the "To be sent" tab, but for which the card expiration date is already passed or for which the token's address must be validated because the client's address has been edited without editing the token. (Mass assign or import).

Furthermore, in the version 5.0.3.2,the "Reason to validate" column will show why the transaction ask a supplementary validation. Information will have to be updated to let this transaction to be accepted. These transactions cannot be sent to PaySafe or Payline without the manual intervention of a ProDon user.

  • If the reason is that the card is expired, one will have to edit the transaction, click on the button to display the card information and click on the button to edit the expiration date. Once the edition done, all transactions using this token will be moved in the "To be sent" tab.
  • If the reason is that the address must be validated, one will have to edit the transaction, click on the button to display the card information. If the indicated address is ok, click on the "Confirm" button and all transactions using this token will be moved in the "To be sent" tab.
  • If the address is not right, one will have to select another address of the drop-down list or click on "Manual entry" and enter an address which will be only kept in the token or click on the button to edit the client file and add a new address then select this new address in the address list of choice and confirm. Once the "Confirm" button has been clicked, all transaction using this token will be moved to the "To be sent" tab.

"Awaiting Response" Tab

The "Awaiting response" tab contains all the transactions that have a date prior to the current date and all the transactions that were sent to PaySafe to be processed in batches.

PaySafe usually processes those transactions at 3:00pm and 11:30pm every day. 

In order to know the status of the transaction (accepted or denied), you must validate the status of the transactions.

ProDon5 Electronic Transaction Module 015.png

Click on the Send instant payment button.png button, to check if the transactions have been processed by PaySafe.

NOTE: Transactions with a later date than the current date will stay under this tab until the transaction date becomes equal or prior to the current date.


After clicking on the Send instant payment button.png button, the following window opens.

ProDon5 Electronic Transaction Module 016.png

A: The accepted or denied transactions have been verified by PaySafe. They can then be found under the "Accepted" or "Denied" tab. 

B: The pending transactions have been verified by PaySafe. They can be found under the "Awaiting response" tab.

NOTE: The transactions remain pending if they have been sent on the same day or if the date of the transaction is later than the current date.


"Accepted" Tab

The "Accepted" tab contains all the transactions verified by PaySafe and that were accepted.

As any other transaction in ProDon (cheque, cash, in-kind gift, etc.), these transactions must be transferred.

ProDon5 Electronic Transaction Module 017.png

To perform a transaction transfer, click on the Transfer transactions.png button. To learn how to complete a transaction transfer, see the "Transaction transfer" section of the "Transaction Logging" document.


"Denied" Tab

The "Denied" tab contains all the transactions verified by PaySafe and which were declined.

Each denied transaction contains an error code. To view this error code, display the "English message (InstantPay.)" in the view. 

In certain situations, you will have to contact the donor so that he or she sees with his or her issuing bank why the transaction did not go through and in other situations, the organization might have to contact PaySafe.

ProDon5 Electronic Transaction Module 018.png

To open a denied transaction to be processed, double-click on the right transaction.

See the "Processing the denied transactions" section to learn how to process denied transactions.


Processing the denied transactions

CAUTION: There is a difference between denied transactions and bank rejects. Bank rejects are only available from the version 5.0.3. To know how to process bank rejections, click here.

There are 2 ways to process a denied transaction:

In the case, for instance, of an error in the entry of a credit card number or of the donor's information, it is required to empty the payment information and to enter it again (after revalidating the payment information with the donor). To learn how to process this type of denied transactions, click here.

In other cases, (e.g. insufficient funds or refusal from the issuing bank), you simply need to send the instant payment again, after making sure with the donor, that he or she indeed wants the transaction to go through again. To learn how to process this type of denied transactions, click here. 


Emptying the Payment Information and Entering it Again

If the denied transaction requires to empty the payment information and to enter it again, follow these instructions.

Otherwise, click here.

After double-clicking on the denied transaction, the following window opens.

ProDon5 Electronic Transaction Module 019.png

To enter the right payment information, click on the Button eraser.png button, to erase the information that was saved. After clicking on that button, the window allowing you to select the payment method (instant or in batches) opens. Select the desired method and click here to know the steps to complete the transaction entry.


Sending the Instant Payment Again

If the denied transaction only requires to send the payment information again, follow these instructions.

Otherwise, click here.

The payment information can be sent again from 2 locations:


Referral of the Payment Information from the "Denied" Tab of the Transaction Management

From the "Denied" tab of the transaction management, it is possible to send all the payments at the same time or one at a time.

ProDon5 Electronic Transaction Module 020.png

To revalidate one or more instant payment(s), filter the payment(s) to be sent and click on the Send instant payment again button.png button.


After clicking on the Send instant payment again button.png button, the following window opens.

ProDon5 Electronic Transaction Module 021.png

Decide whether only the selected transaction should be returned or all the transactions from the list. After selecting the right option, click on "Button Check mark Confirm.png Confirm".


After clicking on the "Button Check mark Confirm.png Confirm" button, the following window opens.

ProDon5 Electronic Transaction Module 013.png

Click on the "Send" button at B, to send the transactions to PaySafe.

If the checkbox at A is not checked, the transactions can be found under the "Awaiting response" tab, so they can be processed later.

If the checkbox at A is checked, the transactions are verified immediately and can be found under either the "Accepted" or the "Denied" tab.

NOTE: The checkbox at A is only available for users who have access to force the immediate treatment. It is not recommended to check this checkbox, because if there are many transactions to process, this operation can take a few minutes. It is therefore advisable to send them under the "Awaiting response" tab, so that PaySafe can process them in batches, the night following the transfer.


Referral of the Payment Information from the Transaction Edit File

After double-clicking on the denied transaction, the following window opens.

ProDon5 Electronic Transaction Module 022.png

To revalidate the payment information, click on the Send instant payment again button.png button. After clicking on that button, the window allowing you to select the payment method (instant or in batches) opens. Select the desired method and click here to know the steps to complete the transaction entry.


Viewing the Tokens

The entry of the electronic payment information is always done in the PaySafe interface and all this information is stored in a secured vault at PaySafe. No credit card or CVV number (see the lexicon for definition) is kept in ProDon. After entering the payment information in the PaySafe interface, a token is returned to ProDon. This token is a unique reference number assigned to the credit card number and this token can be kept in ProDon, in order to reuse the payment information for future transactions.

It is possible to view those tokens from 2 locations in ProDon:


In the Transaction File 

The token of the transaction file can be viewed by clicking on the Enter electronic payment information button.png button of the transaction addition or modification window.

ProDon5 Electronic Transaction Module 023.png


In the Client File

The tokens of the client file can be viewed under the "Instant payments" tab.
It is possible to deactivate a token (e.g. if the credit card is expired) by clicking on the Button cancel.png button.

ProDon5 Electronic Transaction Module 024.png

NOTE: In order for the tokens to be kept in the client file, you should answer "Yes" to this question.


Document name: ProDon:Electronic Transaction Module - PaySafe
Version : 5.0.3.2


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