Payment Portal Settings

How Does Halcyon Process Credit Cards?

The Web Payment Portal allows visitors to make a payment on their account.  In order to use web payments, you must have credit card processing enabled. Contact us if you need more information and we will put you in touch with our credit card processing partner. 

If you are configured with credit card processing Administrator level users control the overall settings via Admin > Financial Maintenance > Payment Processing > Payment Portal Settings.  (There is a separate help article for Empathy Funding.) 

You may use the link to your payment portal wherever you wish.  You can include it as a link on your website or in your invoices. 

Overall Settings

This information is YOUR email address(es) and optional text number(s) that should receive payment notifications when someone makes a payment.  You may use the "Test A Phone Number" link to verify that a phone number you wish to text is a valid number and capable of receiving text messages.

Configuration Settings

The next section controls if your payment portal is accessible at all and its appearance.  Most of the settings are self-explanatory so we won't go into detail. 

To generally enable Web Payments for your system overall, set the toggle to enabled.

If you wish to automatically authorize and enable website payments for your cases set the "Automatically Authorize Web Payments..." toggle to Enabled.  When you add a new case the the Authorized By will be your location name, the relationship will be "Provider" and the payments will be enabled starting the date the case was added.  You may modify this information at any time after the case is added on the Overview screen.

You can set the color scheme to closely match the colors of your website.  The schemes can be customized if our default options don't meet your needs.

The web payment url is the web link to the payment portal. 

When you are changing the look of your site you can click the Visit page button which will open up your payment portal in another browser tab.  You can make adjustments via this screen then visit and refresh the tab the portal page is displayed in until you get the look you want.

If you have a logo uploaded for you site you may choose to have it appear on your portal.  You can choose to show just your name, just the logo or both your location name and logo.

Making a Payment via the Payment Portal

In order to make a payment, visitors must enter the first name, last name and account identifier (Case Number)

 The account information and payment screen will appear if payments are active and the account has an open balance.  If you location has electronic payments (EFT/ACH) enabled the user will have the ability to make payment with a credit card or from a checking account.  (If you do not have electronic payments configured the buyer will not have the option to choose from credit card or checking account.)

When payment is successfully process via the credit card processor, the amount will be applied to the open balance, the payor will receive a receipt via email and you will receive notification that a payment was received.

The payment via the web portal will be designated on the client Account screen as made "(Via Website)".