Setting up AU BECS payments

Do the following to create the BECS payment method and connect it to the Stripe gateway:

1. Go to Settings > Finance > Pay Central.
2. Click the Payment methods tab.
3. Select Add new payment method:
   1. Code: Enter a Code. No spaces are allowed in this field.
   2. Name: Enter the Name assigned to the payment method. This is only visible to staff users.
   3. Type: Select Direct debit.
   4. (optional) Account: Select the cash account for the payment method.
   5. (optional) Entity: Select the financial Entity. For more information, refer to Financial entities.
   6. Gateway account: Select the AU BECS gateway.
   7. Display payment authorization checkbox: Enable to display an authorization checkbox in the cart for this payment method. When this setting is enabled for the payment method, the user must enable the authorization checkbox in their cart before they can submit the payment. The provided HTML text box must have the authorization details that the customer is agreeing to, such as: I authorize {Organization name} to charge my bank account for agreed upon purchases. I understand that my information will be saved to file for future transactions on my account.

   Note: This setting is required for Australian and New Zealand users.

   

4. Click Save.

Do the following to add the BECS payment method to the Staff and Public payment method sets:

1. Go to Settings > Finance > Pay Central.
2. Click the Payment method sets tab.
3. Select the Staff set:
   1. Select Add new.
   2. Enter the Display Name. This name appears to staff users in the Cart.
   3. Select the Direct Debit Payment Method you just created.
   4. (optional) Enable Default if you want this payment method selected by default in the staff user's cart.
   5. Click Save.

   

4. Select the Public set:
   1. Select Add new.
   2. Enter the Display Name. This name appears to public users in the Cart.
   3. Select the BECS Payment Method you just created.
   4. (optional) Enable Default if you want this payment method selected by default in the public user's cart.
   5. Click Save.

The recommended workflow for testing BECS transactions is as follows:

1. Create a test user.
2. Enroll the user in a recurring donation on their behalf.
3. Generate and process a future invoice.
4. Review the submitted payment in Pay Central Live.
5. Refund both the initial and subsequent payments.

Important! It can take up to three business days to confirm the success or failure of a payment for initial recurring payment enrollments. Be sure to account for these processing times for testing.

1. Creating the test user

Create a contact with an email address that you have access to.

Tip! It is recommended to use a Staff user email account for the test user account.

2. Enrolling the user in a recurring donation

Next, enroll the test user with a recurring payment. In this example, we are using donations.

Before you begin, you should confirm the following:

• AutoPay is configured.
• There is a Give Now page configured to accept recurring donations.

To enroll the test use with a recurring payment, do the following:

1. From the public website, go On Behalf of the contact.
2. Navigate to the Give Now page.
3. From the Gift details section, click Recurring.
4. Select a gift frequency. For testing purposes, Monthly is recommended.
5. Select Other from the Gift amount field.
6. Enter 1.00 in the amount field.
7. From the Payment method field in the Payment details area, select the BECS payment method.
8. Enter the required payment details.
9. Select the Account type from the drop-down:



10. Make sure to enable the checkbox.



11. Click Submit donation.

3. Generate and process a future Donation invoice

Important! It can take up to three business days to confirm the success or failure of a payment for initial recurring payment enrollments.

Do the following to process a future donation:

1. Go to Fundraising > Automatic Payments > Process payments.
2. From the Generate invoices tab, generate the invoice.
3. From the Review invoices tab, review the invoice to make sure the test payment is included.



4. From the Submit invoices tab, enter the date and donor name, and click Find. Submit the invoice.
5. Retrieve the processed payment.

4. Review the payment in Pay Central Live

To ensure the success of the payment, review the payments in Pay Central Live.

5. Refund the payments

After the payments have successfully processed, you may refund the payments.