Article

QikKids Payments - Creating an Auto-Charge

« Go Back

Information

 
Content

Creating an Auto-Charge
 

Step 1: Finalising prior transactions

Ensure that all new bookings, or changes to bookings, have been applied to the accounts.

Next you should connect to the Gateway and retrieve any status updates. (Approved or Dishonoured transactions). This will further ensure that your accounts are accurate for charging.

  • Select Merchant on the top toolbar
  • Select QikKids Gateway.


User-added image
 

  1. Add in your Username

  2. Add in the Password

  3. Process Transactions for All Centres - This can be used to connect and process all transactions for all centres when logged into a database that has more than one centre. 

  4. Auto Create GWay Banking Summaries - This will automatically create a Banking Summary for finalised transactions

  5. Upload new Gateway transactions - Allows the User to specify to only upload new Transactions

  6. Process Gateway Transactions - Allows the User to specify to only retrieve settled transactions including BPAY transactions

  7. Connect - Connects to the Gateway to send or retrieve transaction information according to the selections


Connecting to the QikKids Merchant Gateway will also pull down BPAY payments processed through Debitsuccess and apply these to the Parents accounts. You would need to have activated BPAY through the sales proces


NOTE:
Ticking the Auto Create GWay Banking Summaries will automatically create a banking summary for successful Gateway transactions. If you would like to create your own billing summaries, including the gateway transactions with other payment types, please leave this option unticked.
Selecting the option of All Centres, will submit and retrieve transactions for all centres on the database. This will override the User Permission and Access. The Username who has connected will then display on the Receipts Screen.

To start the Auto-Charge process:

  • Click on Merchant 
  • Select Auto Charging.
 

User-added image

 

Step 2: Select a Cycle Option: This defines the behaviour of the Auto Charging process. Select the cycle you wish to use.


User-added image
 

  • Auto entire Week (this week): This will charge all accounts which are set to be billed in the current week. Note: the amount they will be billed is determined by the "terms" set in the parents billing tab.
  • Auto entire Week (next week): This will charge all accounts which are set to be billed in the next week. Note: the amount they will be billed is determined by the "terms" set in the parents billing tab.
  • Auto entire Week (set date): This will charge all accounts which are set to be billed in the week of the date you set. Note: the amount they will be billed is determined by the "terms" set in the parents billing tab.
  • Auto Daily (today): This will charge all accounts which are set to be billed today only Note: the amount they will be billed is determined by the "terms" set in the parents billing tab.
  • Auto Daily (tomorrow): This will charge all accounts which are set to be billed tomorrow only. Note: the amount they will be billed is determined by the "terms" set in the parents billing tab.
  • Auto Daily (set date): This will charge all accounts which are set to be billed on the specified date. Note: the amount they will be billed is determined by the "terms" set in the parents billing tab.
  • All other options are legacy options and should not be used.
 

Step 3: Select Options: These allow you to choose what you want to process.


User-added image
 

  • Charge only: This is used in conjunction with the other options below. This feature processes all the charges for the account but does not ready transaction to send to the Gateway. This is useful tool to test the way you have all your parents setup is correct. If correct you can just run the auto charge process again and it will ready them for the Gateway.

  • Process Direct Debit: Tick to process you direct debit charges.

  • Process Credit Card: Tick to process you Credit Card charges.

  • Process External: This is a Legacy option and should not be used.

QikKids recommends that you run a "Charge Only" (test charge) before running the actual charge.  This will give you the opportunity to make any changes or cancellations prior to generating any transactions.

To run a Test Charge please select the appropriate Cycle, tick Charge Only, Tick the payment options required (Process Direct Debit, Process Credit Card) then select Process.  If you are happy with the charge results please run the auto charge again, this time with the Charge Only un-ticked.

Step 4: Upload your payments to the Gateway:

Repeat Step 1:

  • Click on Merchant

  • Select QikKids Gateway 

  • Enter your username and password

  • Connect 

 

Attachments 

Feedback

 

Was this article helpful?


   

Feedback

Please tell us how we can make this article more useful.

Characters Remaining: 255