Payment processing

To set up payment processing for the Billing Portal, you must first configure Infor Public Sector Cashiering in the back office.

Before you begin, the user name that is used to connect to Infor Public Sector from the portal (specified in the IPS User Name attribute of the Portal User node) must be associated with an employee ID. The employee ID is used to log in to the cash register, and is recorded in register and drawer transactions.

These are the general steps to configure payment processing for the Billing Portal:

  • In the Cashiering Setup form in Infor Public Sector, add a merchant account to process payments through the portal.
  • Add a cash register that uses that merchant account.
    Note: A cash register can be associated with two different merchant accounts, one for eCheck payments and one for credit card payments. You can configure a separate merchant account for each.
  • Add an open cash drawer in Infor Public Sector. After you create the cash drawer and count it in, you can keep it open indefinitely. The drawer must have an Active status.
  • To configure your cash register for use in the Billing Portal, open the Portal configuration and enter the register ID in the Cashiering Register ID attribute on the Setup > Billing node.
  • Specify a payment batch to use for payments taken through the portal. You can specify the payment batch in two different ways:
    • In Infor Public Sector, specify a payment batch in the Payment Batch # field for the cash drawer that you are using.
    • In the Portal configuration, specify a payment batch in the Default Payment Batch attribute on the Setup > Billing node.

For merchant accounts, the Billing Portal supports these types of payment gateway providers:

  • Elavon Converge

    See Elavon Converge configuration.

  • Hosted Page

    See Hosted page payment gateway configuration.

  • Formula-based

    Formula-based providers are supported for eCheck payments only. In the cash register setup you can specify one merchant account for eCheck payments and a separate one for credit card payments. For example, you might use a formula-based provider for eChecks and a hosted page provider for credit cards.

For more information, see the Cashiering documentation in the Infor Public Sector User and Administration Library on docs.infor.com.