Working With Payments

What is a Payment?

A payment is the voluntary tender of money, or its equivalent, or of things of value by one party to another in exchange for goods, or services provided by them, or to fulfill a legal obligation. The party making the payment is commonly called the payer, while the payee is the party receiving the payment.

Payments can be effected in a number of ways, for example:

• The use of money, cheque, or debit, credit, or bank transfers, whether through mobile payment or otherwise
• The transfer of anything of value, such as stock, or using barter, the exchange of one good or service for another

Payments in OPS-COM

OPS-COM can be configured to use several payment methods and also integrates with several payment gateways and hosted payment providers. External Payments can also be tracked in OPS-COM as a system of record.

Setting Payment Types by User Type

The OPS-COM system has the ability to limit certain payment types based on user type. For example, you may want staff members to see Payroll Deduction as a payment type but not anyone else.

To configure the Payment Types by User Type, go to the Admin Options Menu, hover over the Users menu and choose Types.  Find the user type you wish to configure and click the Edit button. An Edit User Type screen will appear. Payment types that are active for this specific user will be listed under Active Payment Types below the Allowed Payment Types section.

To add a payment type you may select a type under the Inactive Payment Types section. Once you have selected and clicked on Update User Type the page will refresh and the new allowed payment type will appear in the Active Payment Types list.

For each payment type selected there is extended information provided including a general description as well as an indication of what the user will be prompted for when selecting the payment type. There are also three columns on the far right that will indicate by an X or a checkmark if the payment type can or cannot be used for guest payments, permit and invoice renewal payments or Text2ParkMe subscription.

When processing payments as an Admin, you will now see the payment types split up between what the user would be allowed to use for that User Type and what an Admin can choose to use. The admin may select whatever payment type they wish to process this payment with from the drop down list. Once the Submit Payment button is clicked you will be asked to Confirm Payment.

Paying for a Permit Purchased by an Admin

The admin has the ability to purchase a permit for a user through the admin portal and complete the payment process for them.

Once you have completed the permit purchase on the user’s profile, a Payments screen will appear that displays the purchase details as well as any other payment that may be due at this time.  You can select or deselect the individual payments to choose what you will be paying for in this transaction. Clicking Continue to Checkout will show your total and allow you to Select the Payment Type. When payment is complete and processed successfully you will receive a Receipt page with the details of your payment.

For more information, you can follow along with OperationsCommander’s public training wiki here.

Searching for a Payment

The search payment report provides quick access to various payment information. To access this report click on Search under the Payments menu. The page will refresh with the Payments Reporting screen.

The search form gives you the ability to search by Confirm Code, Transaction ID, Order ID or a variety of pre-configured search items. Entering a confirmation code and clicking the Retrieve button, for example, will return a Transaction Details page showing all of the details of that specific transaction, for that user. For the pre-configured searches you can choose reports such as List Unprocessed Credit Card Payments, List All Processed Violations (by date range), and many more. These reports can be run based on search criteria such as start and end date or date range, or more specific details in some cases such as searching payments by type.

For more information, you can follow along with OperationsCommander’s public training wiki here.

Making Payments with a User Profile

The Make Payments option allows customers to pay for permits, violations or lockers by using a variety of online payment options.

To make payments, the user will log into their profile and click Payments. This will present them with a page detailing any payments and expenses waiting to be paid for. The user will check off the items they wish to pay for at this time and then select the Continue to Checkout button. This will bring them to the Payment Method selection screen where they can choose to pay only by the payment types that were made available to their user type. Once they have chosen a payment type they will be shown a final total and asked to Confirm Payment or Submit Payment if they chose Cash or Cheque. For cash or cheque, the items will be marked as Paid but not Processed as the user must go to the parking office to finish their payment process. For credit card, the user will be re-directed to the Hosted Payment Provider and prompted to complete all fields required. Once complete, they will select Process Transaction at the bottom of the screen. They will then be returned to a receipt page and the payment is now complete.

For more information, you can follow along with OperationsCommander’s public training wiki here.

Guest Payments

If an individual does not want to create an account or enter personal information when paying a violation they have the ability through Guest Payments to pay for a ticket without having an account.

To do so, they would go to the User Portal Login page and click on Lookup Your Ticket, then enter the ticket number, including the Security PIN number, in the appeals field. (TT-10133-3K). The PIN number is the last two digits. This is part of the ticket security measures. Click Search. A screen appears to Appeal or Pay a Ticket. Click Anonymous Payment to display the Payment window. Select the Payment Option and enter their email address. Click Submit Payment. The user will then enter their information based on the payment method chosen and click Pay Now. If successful the system will then display the payment confirmation screen.

For more information, you can follow along with OperationsCommander’s public training wiki here.

Training

You can follow along with OperationsCommander’s public training wiki here.