Payment Data Export via Banner SFTP

Configuration

There are several items that must be configured in order for the right information to display in the exported CVS file.

In the user profile, a unique user ID must be configured.

This information will likely be populated by a user data import.

Each lot requires a unique banner detail code.

Select the lot you wish to add the detail code to. Click on the lot name to access the configuration screens.

Once you are in the lot configuration tool, select the Additional tab.

Enter the Lot Detail Code. (These codes are established in the preliminary planning phase of the project)

From the Options Menu, hover over Violations and select Manage Ticket Categories.

Click Edit on the Category you wish to configure.

Enter the detail code for the ticket category.

In this case, the Detail Code is PRKB for the Boot Fee category.

On the sales window configuration page, we need to enter a Term Code used for Permits only.

To do so go to the Permits Menu and select Sales Windows

To access the configuration screen, click on EDIT.

Here you will enter the Term Code for the selected Sales Window that you want to appear on the permit purchases export.

You must now ensure the System Task is set to active and has an active schedule set.

In the Options menu, click on View System Task Logs.

In this example, the Task is set to run at 2:00 am Nightly

You are now set to make a payment on the user portal. In this example, we will purchase a permit.

Go to the user portal and click on the Permits menu item.

Select the Lot you wish to purchase a permit in.

Click Reserve Permit

Continue to Checkout to view your Cart.

Select Banner Payment as your Payment Type.

This can be configured so that Banner Payment is your only selection available.

Click Submit Payment.

The screen will refresh to show the Confirm Payment page.

Click on Confirm Payment.

Once the payment is processed, you will get an online receipt.