Managing Payment Types

Configuring

Managing Payment Types

 

Theallows first step isadministrators to findcontrol which payment methods are available throughout the user type you wish to apply the permission to use a specific payment type to.system. This toolcomprehensive cancontrol be found In the Admin Options Menu. Hover over Users and select User Types from the drop down list.

Once the User Type Administration screen appears click edit on the user type for which you wish to configure a payment type.

The screen will refresh with the following form forenables you to makedefine new payment options, assign them to specific user types (e.g., Staff, Students, Public), and configure their usage for subscriptions or guest payments, thereby streamlining transactions and ensuring alignment with your selections.organization's (Seefinancial policies.

Using this Feature

The Payment Types screen gives you a comprehensive interface to create, edit, and view details about different payment methods available in OPS-COM.

1. Hover over System Configuration, Payments, and click Setup Payment Types.
   

Adding Payment Types

Use Case - For this example, we will setup a Payment type that will use the provider Always Successful.  This will allow payments to immediately be flagged as fully processed with no intervention of any admin.  This is often used for things like Payroll deduction. For example, you want your users to be able to purchase a permit through Payroll deduction that will immediately be valid upon checkout. The actual payments will take place through payroll and have nothing to do with OPS-COM

1. Click the Add Type button.
2. The list of Providers is hard coded and controlled by Tomahawk. You will not be able to change this picklist. The tooltip below the provider will tell you what each provider means. 
3. Pick Always Successful for this example.
4. Click Next Step.
5. Provide a Type Name.
6. Choose the User Types this will be available to.
7. On the Settings tab, Enable the checkboxes as you required.
8. In the section on the bottom labeled Allowed Payment types.)
   PaymentTypes, you will see any payment types that are currently active forfirst, thisthen specific user willa list inof the section labeled Active Payment Types.

   

   Adding Payment Types

   Payment types that are not active for the user will appear in a section labeled Inactive Payment Types. By selecting these additionalinactive payment types andafter. clicking

on
9. Click Update UserPayment Type.
the

page will refresh and the new allowed payment type will then appear in the Active Payment Types list.

Extended Payment Information

For each payment typetype, selectedyou therecan isview extended information.information Youon willthe seePayment aTypes screen.

• A general description of the payment typetype.
as
• An well as an indication of what the user will be prompted for when selecting thethat payment type.
   For exampleexample, in a Hostedhosted Paymentpayment scenario suchlike as EdgeExpressEdgeExpress, the user willmight be prompted to enter an email address prior tobefore being directedredirected to the payment provider where they willto enter their credit card information.
  
  
• The number of users associated to this payment type.

There are also three columns on the far right that willuse indicatean by X or checkmark forto indicate specific uses of the payment type:

• Column 1 -: Indicates if this payment type can be used for guest payments
  .
• Column 2 -: Indicates if this payment type can be used for permit and invoice renewal payments
  .
• Column 3 -: Indicates if this payment type can be used for Text2ParkMe subscriptions
  .

Refunds

Refunds are listed in Yellow boxes. Be sure to also select the corresponding refund types to allow the admin to refund to the appropriate payment type. Click on Update User Type to save your selections.

Configuring Payment Types for Subscriptions

 and Guest Payments

When using a payment provider weYou can setfine-tune uphow specific payment types to beare used infor subscriptions and guest payments.

To

begin
1. Find the payment type you wish to configure and click onthe Pencil icon.
2. Click the editSettings icon.
   tab.



You will land on a page that shows the current user types that are allowed to use this payment type. To edit the subscription configuration click on settings.



In this section you will see items that can be selected for the use of this payment type.



3. Select the items you wish to allow the payment type to be used for.for In(e.g., thisenable caseText2ParkMe, we are enabling Text2ParkMe, subscriptions to permit renewals, as well as guest payments.
   payments).



4. Click

   OnceUpdate setPayment andType. saved

you

will see indicators on the payment type lists showing what the payment type can be used for.

Processing as an Admin

When processing payments as an Admin you will now seeadministrator, the payment types presented will be split upinto betweentwo whatcategories:

• What the user would be allowed to use for thattheir specific User TypeType.
• What an administrator can choose (which may include additional options not visible to the user).

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Best Practices & Considerations

• Granular Control: Leverage User Types to restrict payment methods, ensuring users only see relevant options. For example, you might only allow "Payroll Deduction" for Staff users.
• Clear User Experience: By limiting available payment types based on context or user, you simplify the checkout process and whatreduce anconfusion Adminfor canusers.
choose.
• Refund Alignment: Ensure that appropriate refund types are linked to their corresponding payment types to facilitate smooth and accurate refund processing.
• Subscription Compatibility: When enabling payment types for subscriptions (recurring billing), verify that the chosen payment gateway provider fully supports recurring transactions.
• Regular Review: Periodically review your payment type configurations and their associated settings to ensure they remain aligned with your organization's financial policies and evolving needs.