Getting Started with Payment Portal

The payment portal is where your customers make payments from their computer or device. Customers are sent to the payment portal when:

• Authorising a DDR
• Completing a payment request
• Following a custom payment link 
• Visiting the pay-any-amount page

Payment portal benefits

• Allow customers to register themselves and make payments in your Pay Advantage account
• Fully customisable with your branding
• Control the payment options you want to accept
• Minimal programming required
• Encrypted using SSL 256-bit encryption
• Option to redirect customer back to your website after transaction has completed.

Below describes the customisations you can make to the payment portal.

Logo and colour theme 

You can quickly add your company logo and also a colour theme which will be used on across your entire payment portal. The logo uploaded is also used on any other forms including direct debit forms and some emails.

Located in: Settings > Branding on the left menu

Configure Payment Settings

You can enable/disable which options you want to make available to customers who visit the payment portal. Disabling an item will mean it will NOT be shown as an option.

If you select to on-charge the fees, these will be added to your customers payment, meaning you will not incur the fees associated with taking the payment.

Located in: Settings > Configure Payments on the left menu

Customise your sub-domain

To create a more personalised and professional experience for your customers, you can include your brand name directly in the payment portal link. This allows the payment page to display your branding—making it easier for customers to recognise your business and trust that they’re paying the right organisation.

Located in: Settings > Configure Payments on the left menu

Allow Payment plans

Payment plans offer your customer the convenience of paying off an amount or invoice over a set of instalments based on predefined criteria you set. 

If a customer chooses this option, they enter their credit card or bank account details, apply an authorised signature, then begin processing the payment plan until all instalments are paid for in full. If a customers payment fails we will attempt to obtain new account details to charge and/or notify you the payment plan has failed. Payment plans created by hosted pages act exactly the same as a normal managed direct debit in our system.

Located in: Settings > Configure Payments on the left menu

Website Redirection after Payment Completion

Once the payment has been completed we can redirect the customer back to your website and include various parameters about the payment outcome. If you do not want the customer redirected simply leave this setting empty.

Located in: Settings > Configure Payments on the left menu

Click here, for a list of parameters provided to the redirected website

Now you have your Payment Portal setup

Your customers can now complete payments.

The information below shows the different types of payments made through your payment portal.

• Authorising a DDR
• Completing a payment request
• Following a custom payment link 
• Visiting the pay-any-amount page