Managing Payment Types

The Managing Payment Types Types feature allows administrators to control which payment methods are available throughout the system. ThisIts comprehensiveprimary controlpurpose enablesis youto enable organizations to define new payment options, assign them to specific user types (e.g., Staff, Students, Public), and configure their usage for subscriptions or guest payments, therebyensuring streamlining transactions and ensuringstrict alignment with your organization'sinternal financial policies. This article is intended for OPS-COM administrators responsible for configuring financial workflows and checkout experiences.

Setup and Configuration

This feature is a core administrative tool used to establish the payment gateways and offline payment methods accepted by your organization.

Admin Side: Administrators must have the appropriate system role permissions enabled to access the payments configuration menus and manage the list of payment types.

User Side: End-users interact directly with these configurations during the checkout process on the parking portal. The specific payment options they see are dynamically determined by the configurations applied to their assigned user type.

Using this Feature

TheAdministrators Paymentcan Typesuse screenthe givesfollowing youinstructions ato comprehensivenavigate the management interface to create,seamlessly edit,add, configure, and view details about differentreview payment methodstypes.

available

Accessing inthe OPSCOM.

Management Interface

1. Go to

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

Adding Payment Types

UseThe Casefollowing -example Foroutlines thishow example,to weset willup setupan aoffline Paymentpayment type that will useusing the provider Always Successful.Successful provider. This willconfiguration allowallows payments to be immediately be flagged as fully processed with no interventionadmin intervention, which is ideal for scenarios like payroll deductions where the actual funds are handled outside 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 OPSCOM.OPS-COM.

1. Click the Add Type button.

2. Select Always Successful from the Providers drop-down menu.

3. Click the Next Step button.

4. Enter a descriptive title into the Type Name field (e.g., Payroll Deduction).

5. Select the specific User Types this payment method will be available to.

6. Navigate to the Settings tab and enable the necessary checkboxes for your requirements.

7. Review the Allowed Payment Types section to see active payment types listed first, followed by inactive ones.

8. Click the Update Payment Type button to finalize the addition.

The list of Providers in the drop-down menu is hard hard-coded and securely controlled by Tomahawk. You willcannot notmanually be able to changeedit this picklist. TheHover over the tooltip below the provider willto tellview youan explanation of what each provider means. entails.

Configuring Payment Types for Subscriptions and Guests

You can easily fine-tune how specific payment types are utilized for recurring subscriptions and guest checkout flows.

1. Locate the specific payment type you wish to configure in the list.

2. Pick Always Successful for this example.

3. Click Next Step.

4. Provide a Type Name.
5. Choose the UserPencil Typesicon thisnext willto bethe availableentry.
   to.
6. On

   Click the Settings tab,tab.

7. Enable the checkboxes asfor the items you required.wish to allow this payment type to be used for (e.g., enable the Text2ParkMe checkbox, the subscriptions to permit renewals checkbox, or the guest payments checkbox).

8. In

   Adjust the section AllowedPrompt PaymentInformation Types,settings youto willdefine seewhat anydata paymentis typescollected. thatYou arecan currentlyenable activeonly first,an thenemail aaddress listor ofmandate inactivefull paymentaddress typesinformation.

   after. 

9. Click the Update Payment Type. button to apply your changes.

Hosted

Full Paymentaddress Providers

information

Theis followingstrictly linksrequired will detail the process of setting up a Hosted Payment provider, of which currently support. Click the link matchingwhen the payment provider youperforms areAddress addingVerification belowusing andAVS, follow3DS, or a similar security service. This configuration also controls what information fields appear on the stepsQR outlinedCode onreservations thosescreen articles.

• OpenEdge:
  • We needafter the followingpayment type is selected.

    Hosted Payment Providers

    Setting up a hosted payment provider requires specific credentials tofrom workyour withmerchant OpenEdge;

  account.
  • Auth Key: a multi-digit string key
  • Terminal ID: a 8 digit numeric key
  • X-Web ID: a 12 digit numeric key
• Moneris Checkout:
  • We need the following credentials to work with Moneris Checkout;
  • store_id: store#
    
  • api_token: xxxxxxx
    
  • checkout_id: xxxxxxxxStore#
• Bambora Checkout:
  • We need the following credentials to work with Bambora Checkout (JSBambora):
    • Payment Authorization Header: An alphanumeric passcode
      
    • Profile Authorization Header: An alphanumeric passcode

Once you retrieve the required values from your hosted payment provider of choice, save the credentials securely and contact OPSCOMOPS-COM Support for further configuration instructions.

• OpenEdge: Requires an Auth Key (multi-digit string), Terminal ID (8-digit numeric key), and an X-Web ID (12-digit numeric key).

• Moneris Checkout: Requires a store_id, an api_token, and a checkout_id.

• Bambora Checkout: Requires a Payment Authorization Header and a Profile Authorization Header (both alphanumeric passcodes).

The information youobtained obtainfrom inyour hosted payment provider serves as the abovecritical documentationsecurity are credentials that secureencrypt the financial information exchanged between OPSCOMOPS-COM and the provider. Please saveIt is vital that these in a secure manner, it is important theykeys are stored properly and securely to ensure complete operational security.security for your organization.

Extended Payment Information

For each active payment type, you can view extended information directly on the Paymentmain Typesmanagement screen. This includes:

• A general description of the payment type.

• An indication of what the user will be prompted for when selecting that paymentmethod type. For example,(e.g., in a hosted payment scenario like EdgeExpress, the user might be prompted to enter an email address before being redirected to the payment provider to enter credit card information.entry portal).

• The total number of users currently associated towith this payment type.

There are also three columns on the far right that use an X or a checkmark to indicate specific usespermitted of the payment type:uses:

• Column 11:: Indicates if this payment type can be used for guest payments.payments.

• Column 22:: Indicates if this payment type can be used for permit and invoice renewal payments.payments.

• Column 33:: Indicates if this payment type can be used for Text2ParkMe subscriptions.subscriptions.

Configuring Payment Types for Subscriptions and Guest Payments

You can fine-tune how specific payment types are used for subscriptions and guest payments.

1. Find the payment type you wish to configure and click the Pencil icon.
2. Click the Settings tab.
3. Select the items you wish to allow the payment type to be used for (e.g., enable Text2ParkMe, subscriptions to permit renewals, as well as guest payments).
4. Prompt Information can be changed as well. You can enable only an email address or full address information. Full address info is required when the provider is doing Address Verification using AVS, 3DS or other similar service. This controls what shows up on the QR Code reservations screen after the Payment Type is selected. 
5. Click Update Payment Type. 

Processing as an Admin

When administrators are manually processing payments as an administrator,on the backend, the available payment types presented in the interface will be split into two distinct categories:

1. What

   The payment types the specific user wouldis benormally allowed to use forbased on their specificassigned User Type.

2. What

   The administrative payment types an administratoradmin can choose (to override with, which mayoften includeincludes additionaladditional options not visible to the user).end-user.

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Best Practices &and Considerations

• GranularImplement Controlgranular control:: Leverage User Types to restrict payment methods,methods. ensuringEnsuring users only see relevant options.options For example, you might(e.g., only allowallowing "Payroll Deduction" for Staff users.users) prevents processing errors and unauthorized selections.

• ClearMaintain Usera Experienceclear user experience:: By limiting available payment types based on context or user, you simplifySimplify the checkout process and reduce confusion for users. Limiting available payment types based on precise contexts or user designations makes the portal much easier to navigate.

• RefundEnsure Alignmentrefund alignment:: Ensure that appropriate refund types are linked to their corresponding payment typestypes. toThis facilitateconfiguration facilitates smooth and financially accurate refund processing.processing when reversing transactions.

• SubscriptionVerify Compatibilitysubscription compatibility:: When enabling payment types for subscriptions (recurring billing), verifyVerify that the chosen payment gateway provider fully supports recurring transactions. This is a critical step before enabling any payment types for recurring billing subscriptions.

• RegularConduct Reviewregular reviews:: Periodically review your payment type configurations and their associated settingssettings. toThis ensureroutine theyaudit ensures your payment gateways remain perfectly aligned with your organization's evolving financial policiespolicies.

  and evolving needs.