Enabling Payment Gateway
Users can use LogiClaim to take single or regular card payments for claims management charges. The user would have an account with a payment service provider which is linked to their LogiClaim database. No actual card data is stored in the LogiClaim database. This article describes the permissions and settings needed for enabling the Payment Gateway functionality.
Enabling Payment Gateway permissions
Open the Users window
1: Click Admin in the menu.
2: Select Users --> Users from the drop-down menu - the Users window will open.
Open the User's set-up window
1: Select the required user.
2: Click Edit - the User's window will open.
Grant/deny permissions
1: Click on the Permissions tab.
2: Expand the General section.
3: Tick/untick the Take Card Payment checkbox.
4: Expand the Permission based visibility section.
5: Tick/untick the View Payment Gateway In Config checkbox.
6: Click OK to save the setting and close the window.
Set-up the payment Action
This action can only be run, but it cannot be deleted/edit manually once scheduled for a client without adjusting the billing schedule.
Open the Action Library
1: Click Admin in the menu.
2: Select Action Library from the drop-down menu - the Action Library will open.
Open the Action set-up window
1: Select the required action.
2: Click the Admin button - the Action set-up window will open.
Set-up the Payment options
1: Scroll right until the Payment Gateway tab is visible.
2: Click on the Payment Gateway tab.
3: Tick the Take Payment checkbox.
4: Select the required action to SCHEDULE if a repeat payment fails.
5: Click OK to save the action and close the window.
Add payment service provider details
Open the Config window
1: Click Admin in the menu.
2: Select Config from the drop-down menu - the Config window will open.
Link the Payment Action
1: Scroll right until the Payment Plan tab is visible.
2: Click on the Payment Plan tab.
3: Click the button and choose the required action from the pop-out window.
Update the details
1: Scroll right until the Payment Gateway tab is visible.
2: Click on the PAyment Gateway tab.
3: Add the account details for your payment service provider.
4: If a web-service is being used between LogiClaim and payment service provider, enter it's address in the Realex Proxy URL field.* If no web-service is being used between LogiClaim and payment service provider, tick the Realex Direct checkbox.
5: Click OK to save and close the window.
*NOTE: Users requiring a web service proxy will need to an advanced user or a LogiCan support member to set up IIS and the config file for the web service application.
Introduced in version number 2015.8.7.1847 - 12/08/2015
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