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Excerpt
nameIntro

Hosted Payments will guide your customers through the checkout process to ensure their experience is as simple as possible. When your customers are directed to your payment page, they will have the option to:

  • Checkout as a guest.

  • Create a payment account.

  • Sign in to a previously saved account.

This experience has been designed to be mobile responsive to accommodate a wide variety of devices that a user could potentially be using for checkout.

The checkout experience between guest checkout and account holder checkout is slightly different. Customers that “Checkout as Guest” have a limited view of Hosted Payments. They will not have the ability to store the card for future use, a feature only available for account holders. Additionally, an account holder gains access to the Customer Dashboard, which allows them to manage aspects of their account.

 From the login page of the Payment Page, customers can sign in, check out as a guest, or create an account.

Guest Checkout

Excerpt
nameGuest Checkout

When customers choose to check out as a guest, they will not be able to store their card for future payments.

 

  1. The customer clicks Guest Checkout from the Hosted Payments login page. The following page is displayed.

  2. The customer types the following payment information then clicks Continue to Billing Details.

    1. Amount of the payment

    2. Card Number

    3. Expiration date in MMYY format

    4. CVV/CVC/CID for the card.

  3. The customer provides the following billing details and clicks to continue to Continue to Checkout.

    1. First and Last Name

    2. Email address

    3. Street address

    4. City, State, ZIP code, and Country

  4. The customer is able review the Payment Summarybefore submitting the payment. The customer must successfully complete the reCAPTCHA challenge before they can click Confirm Order.

  5. Customer can review the confirmation that the payment has been successfully submitted. This screen specifies where the email invoice has been sent. Customers can click Exitonce they are done reviewing this page.

Creating an Account

Excerpt
nameCreating an Account

Customers that create an account can sign in to complete subsequent payments more quickly and conveniently using stored payment information. 

  1. From the Sign In page, the customer clicks Sign Up! The Create Account screen is displayed. On the Create Account screen, the customer must:

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    1. Enter First and Last Name.

    2. Enter Email address.

    3. Enter Password.

    4. Confirm their Password.

    5. Click the check box to Accept terms and conditions.

    6. Click the Save & Continue button.

  2. The Security Questions screen is displayed. The customer selects three security questions and provides the answers for future use in case they forget their password.

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  3. After selecting the questions, the customer clicks Register and the confirmation screen is displayed.

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  4. A confirmation email will be sent to the email address that the customer used for registration. The customer has two options:

    1. Click the unique link within the confirmation email to verify their account.

    2. Click the Continuebutton to go the payment information screens.

  5. If the customer opts to continue with submitting their payment, they input the amount to be paid and selects New Credit/Debit Card since there would not yet be a card on file. The customer clicks Continue and the following Add Billing Details screen is displayed.

  6. The customer must:

    1. Enter First and Last Name.

    2. Enter Email address.

    3. Enter Street address.

    4. Enter City, State, ZIP code, and Country.

    5. Click Continue to Checkout.

  7. The Confirm your payment screen appears. Customer can review the Payment Summarybefore submitting the payment.  The reCAPTCHA challenge must be successfully completed before they can click Confirm Order.

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  8. They will then see the Payment Confirmation screen. The customer can review the confirmation that the payment has been successfully submitted. This screen specifies where the email invoice has been sent. Customers can click Exitonce they are done reviewing this page.

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Adding an ACH Account

Excerpt
nameAdding an ACH Account

On the Sign In page, the customer enters their Email Address and Password, then clicks Member Sign In. The Select a payment type page is displayed.

 

  1. Customer types the amount to be paid, selects New Bank Account and clicks Continue

. The Add Billing Details screen is displayed.

 

  1. Customer provides the following information:

  • First and Last Name

  • Street Address

  • City, State, ZIP code, and Country

  1. The customer then clicks Continue to Checkout and the Add bank account screen is displayed.

  1. The customer:

  • Selects the

Account Type from the dropdown list.

  • Types the Routing Number.

  • Types the Account Number.

  • Confirms the Account Number by typing it again.

  • Clicks Save info for future use

if they wish to save their ACH information to their account.

  1. The customer then clicks Continue to Billing Details and Confirm your payment screen is displayed.

 

  1. The customer is able review the Payment Summary

before submitting the payment. The reCAPTCHA challenge must successfully be completed they can click Confirm Order and the Payment Confirmation page is displayed.

  1. Customer can review the confirmation that the payment has been successfully submitted. This screen specifies where the email invoice has been sent. Customers can click Exit

once they are done reviewing this page.

Account Holder Checkout

Subsequent visits to the Hosted Payment page allow Account Holders to quickly submit payments.

 

  1. On the Sign In page, the customer types their

Email Address and Password. The customer clicks Member Sign In and the Select a payment type page is displayed.

 

  1. Customer types the amount they wish to pay and selects their desired payment method from the dropdown list. The customer clicks Continue and the Confirm your payment screen is displayed.

 

  1. Customer can review the Payment Summary

before submitting the payment. They must successfully complete the reCAPTCHA challenge before they can click Confirm Order. The Payment Confirmation screen is displayed.

  1. The customer can review the confirmation that the payment has been successfully submitted. This screen specifies where the email invoice has been sent. Customers can click Exit

once they are done reviewing this page.

Account Holder Checkout

Excerpt
nameAccount Holder Checkout

Subsequent visits to the Hosted Payment page allow Account Holders to quickly submit payments.

 

  1. On the Sign In page, the customer types their

Email Address and Password. The customer clicks Member Sign In and the Select a payment type page is displayed.

 

  1. Customer types the amount they wish to pay and selects their desired payment method from the dropdown list. The customer clicks Continue and the Confirm your payment screen is displayed.

 

  1. Customer can review the Payment Summary

before submitting the payment. They must successfully complete the reCAPTCHA challenge before they can click Confirm Order. The Payment Confirmation screen is displayed.

  1. The customer can review the confirmation that the payment has been successfully submitted. This screen specifies where the email invoice has been sent. Customers can click Exit

once they are done reviewing this page.