Generate Visa and Mastercard payments in the Backoffice

Single Payment

1. Access the Backoffice;
   

2. Menu Single > New
   

   1. Single Payment
      1. Payment Account: Select the account where you want to be credited
      2. Payment Method: Select “Credit Card”
      3. Currency: Euro
      4. Amount: Minimum €1
      5. Key: Define how you want to identify the payment
         

   2. Operation - choose the operation type:

      1. Authorization: the amount is authorized and reserved on the customer’s card\

      2. Sale: the amount is immediately charged to the customer’s card

   3. Capture (if you select 'sale'):

      1. Capture Key: Define how you want to identify the capture
      2. Date: Set the capture date
      3. Credit this account: Select the account where the payment will be credited
      4. Description: Mandatory field that will appear on the bank statement / MB Way app

   4. Customer:

      1. Name: Optional
      2. Email: Optional
      3. Mobile phone: Optional
      4. VAT number (NIF): Optional
      5. Key: Optional
      6. Language: Optional

3. Submit.

    

Frequent Payment

1. Access the Backoffice;
   

2. Menu Frequent > New
   1. Frequent
      1. Payment Account: Select the account where you want to be credited
      2. Payment Method: Select “Credit Card”
      3. Currency: Euro
      4. Minimum and Maximum Amount: Define the minimum and maximum amount allowed for charges
      5. Unlimited Payments: Set to “yes” for unlimited number of payments
      6. Key: Define how you want to identify the payment
      7. Unlimited Payments: Set to “yes” or “no”
         
         
   2. Customer
      1. Name: Optional
      2. Email: Optional
      3. Mobile phone: Optional
      4. VAT number (NIF): Optional
      5. Key: Optional
      6. Language: Optional
3. Submit.

Subscription

1. Access the Backoffice;
   

2. Menu Subscription > New
   

• Payment
  • Payment Account: the easypay account you will use for collections
  • Frequency: payment periodicity (1M – Monthly, 2W – Biweekly, 1Y – Yearly)
  • Start Date: must always be at least D+2
  • End Date: may be open-ended, but a date must still be set (e.g., 2035)
  • Payment Method: Visa & Mastercard cards
  • Capture Now: set to “yes” if you want to make a one-time payment at creation; the subscription will only start on the defined Start Date
  • Allowed Captures: leave as “0”
  • Amount: value you wish to charge
  • Recurring Payment ID: do not fill in
  • Payment Key: merchant identifier for the payment (e.g., member number, student name, invoice reference)

• Capture

  • Capture Key: debit identifier, must be defined by you

  • Credit this account: the payment account where funds will be received
  • Failover: currently not active, set to “No”
  • Attempts: leave as 0
  • Description: information that will appear on the customer’s bank statement
• Customer
  • Name, Email and Phone – mandatory fields
  • VAT number (NIF) – optional
• ADC Mandates
  • IBAN, Name, Email, Phone, Account Holder – mandatory fields
  • Data of the account holder from which the debit will be made

Check that the operation was successfully completed in the ‘Single’, ‘Recurring’, or ‘Subscription’ > List menu, where you can view all requests and the payment status.