Commercial Debtors Online Payments Portal Checklist

Important! This checklist is to be used as a guide during the implementation of the school's Commercial Debtors Online Payments Portal to ensure all setups and procedures are completed correctly.

Step	Menu Option	Details	Task
1	How To / Checklists > Parent Lounge: How to Set Up the PayWay Net Payment Gateway. How to Set Up the NAB Payment Gateway. How to Set Up the BPoint Payment Gateway. How to set up the OZOW Payment Gateway	Using the 'How To' guide for your chosen payment gateway, complete 'Step 1 – Getting Started'. Fill out the form in Step 1 and submit to the bank.	Complete
2	How To / Checklists > Parent Lounge: How to Set Up the PayWay Net Payment Gateway. How to Set Up the NAB Payment Gateway. How to Set Up the BPoint Payment Gateway. How to set up the OZOW Payment Gateway	Using the 'How To' guide for your chosen payment gateway, complete the network requirements in 'Step 2 – Information for Network Administrators'.	Complete
3	How To / Checklists > Parent Lounge: How to Set Up the PayWay Net Payment Gateway. How to Set Up the NAB Payment Gateway. How to Set Up the BPoint Payment Gateway. How to set up the OZOW Payment Gateway	Once you have received your establishment details including your 'Login Name' and 'Password' for your payment gateway (as a result of completing Step 1), complete the remaining steps in the 'How To' guide for your chosen payment gateway.	Complete
4	System Admin > Utilities > API Gateway Maintenance.	Set up the parameter for the 'CD Online Payments Portal' payment facility.	Complete
5	System Admin > Utilities > API Gateway Maintenance.	Click the 'Test' action link to test the connection. If the test screen does not return 'Passed' for both tests performed, redo from Step 2 above.	Complete
6	System Admin > Utilities > Product Activation Maintenance.	Click 'New Product Activation' button and add a record for 'CD Online Payments Portal'.	Complete
7	System Admin > Utilities > Product UI Maintenance.	Add a 'Style', 'Image' and 'Banner' record for 'CD Online Payments Portal'.	Complete
8	Finance > Commercial Debtors > Setup Information > Commercial Debtors Setup.	On the 'Parameters' tab, set up the 'Online Payments Portal Parameters' fields.	Complete
9	Finance > Commercial Debtors > Customer Information > Customers.	For customers who are parents at the school, edit their Customer record and link it to their Parent record by entering their 'Parent Code' on the 'General' tab.	Complete
10		Run test transactions using the test merchant.	Complete