Payment

Introduction

If you require the facility to apply payments to the learning you deliver then this is possible using the CLS Payment feature. Payments can be applied to one or more Catalogue Items once the settings have been configured in the Payment Settings area of the CLS.

Payment Settings can be accessed by navigating to Settings > Payment Settings.

Note: In the CLS credit card numbers are sent encrypted to the payment provider. The Janison CLS only stores the receipt number from the payment provider and the last 4 digits of the credit card number.

Merchant accounts

A merchant account is a type of bank account that allows businesses to accept payments by payment cards, typically debit or credit cards.

Payment gateways

A payment gateway is a server that is dedicated to linking websites and banks so that online credit card transactions can be completed. In this case, the payment gateway facilitates the transfer of information between the Janison CLS, and the Front End Processor or acquiring bank.

Paypal

The Janison CLS supports PayPal as the third party processor. For more information about PayPal account types please see the Paypal website.

Changing Currency

You can change the currency by clicking the Languages link.

Refer to Settings > Languages for more information.

Payment Gateways

This section has the facility to add new Payment Gateways or to manage existing Payment Gateways.

To Add a Payment Gateway click the
 icon.

Select the required Payment Type.

Each Gateway Type has a form with fields relevant to that gateway. Your provider will supply you with the information you require to complete the form. Below is an example of the form for PayPal.

The newly created Payment Gateway will be listed in the Payment Gateway section and can be edited using the
 icon.

The Payment Gateways will now appear as available options for Payment Methods in Catalogue Self Enrolment Settings. Further details about setting up Payment Methods in Catalogue Items can be found in the Catalogue Item Configuration document.

GST Settings

This section allows for the configuration of GST if it is going to be included in the costing.

1. None – refers to no GST requirements.
2. Fixed – Select if you require a fixed GST rate.
3. Variable – If the rate needs to be variable activate the radio button then type in the different rates in the columns below. For example the variations could be Australia 10%, New Zealand 15% etc. Each rate requires an Identifier. Click Add to save the data, Edit to make a change or click the  icon to delete any unwanted data.
4. Custom Attribute – custom attributes can be selected from the drop-down list but need to be set up prior to completing this step. For more information about this please refer to the document on Custom Attributes.
5. Select Save Settings.

Catalogue Item Configurations

To apply a fee to a Catalogue Item you will need to set 3 fields on your Catalogue Item. Please see the Manage Catalogue document for further information on setting up Catalogue Items.

Note: Ensure that the Self Enrolment method of Self-enrolment (Paid) is active in Settings > Self Enrolment Settings. Please refer to the document on Self Enrolment for further information about this setting.

• Price – Enter the cost of the Catalogue Item in the Price field.

• Enrolment Method – Set the Enrolment Method to Self-Enrolment (Paid).
• Payment Method – Choose from your available Payment Methods.

Setting the Price will make it display on the Catalogue Item tile in Browse Learning.

Learner Experience of a Payment Screen.

When learners enrol in the Catalogue Item they will be presented with a payment wizard where they will have an option to select their preferred payment type.

View Payment Transactions

Transactions can be viewed by Navigating to to Manage Learning > Payment Transactions.

Payment transaction can be selected and viewed from the Transaction list.

View more will load detailed information about the transaction as shown in the screenshot below.

If the list of transactions is long, they can be found using the Search tool.

A link to Transactions can also be found on the Payment Settings page.

Click the Payment Transactions link which will take you to Manage Learning > Payment Transactions as covered above.