If the payment link from Vital to Windcave is not working as it should, please use one of the three methods below to send out invoices from the new platform.
Option 1 - via Xero
Please process the credit card payment on behalf of the customer by following the Windcave payment process in Xero:
- Navigate to the invoice INVSHA44360.
- Click "Print PDF."
- In the PDF file, select "View and pay online now."
- Click the "Pay with Windcave" button.
- Input the customer's credit card details and hit "Submit."
Option 2 - Directly from Windcave (2 ways of doing this)
Paylink via Payline®
Before following the below steps, merchants should first log in to their Paylink enabled Payline® user, you can log in to Payline® by navigating to https://sec.windcave.com/pxmi3/logon and entering your username and password.
1. Navigate to Transaction -> Paylink using the navigation menu
2. Fill in all applicable transaction details
| Field Name | Description |
|---|---|
| Currency | Currency the payment will be processed in, available options will vary per acquirer and setup. |
| TxnType | The type of transaction to be used:
|
| Amount | The desired amount to charge the customer. |
| Enable Add Bill Card | Indicates if Windcave should generate a unique token card used to complete payment or not, tokens are used for rebilling customers at a later date. |
| Expires | Configures the date when the Paylink session will expire, once a session has expired it can no longer be used to process payment. |
| Session Delivery Method | Determines how the Paylink session should be delivered to the customer:
|
| Optional customer email address to be stored against transaction, this is required if session delivery method is set to “Email”. | |
| SMS | Optional customer SMS number to be stored against transaction, this is required if session delivery method is set to “SMS”. |
| Merchant Reference | Free text field. Enter any meaningful reference. Commonly used for transaction tracking and reconciliation. |
| TxnData1/2/3 | The TxnData fields are free text fields that can be used to store information against a transaction. |
| TxnRef | A unique, merchant application generated value that uniquely identifies the transaction. |
| Billing Id | Optional merchant nominated unique token Id, should only be populated if merchant requires custom token Id |
| URL Success/Fail/Cancel | Optional call back URLs for merchants wanting to provide a call back to their backend of payment status. |
3. Click Create Paylink to generate the Paylink session
4. Confirmation of session creation will be displayed on screen:
5. The customer will be sent a HPP link via email, SMS or manual delivery, see Customer Experience for further details.
Note:
Stored card functionality allows merchants to generate a secure token of the card used for payment during the Paylink session, with the cardholder's permission this token can then be used at a later date to process future one off or recurring payments from the customer.
Paylink allows merchants to generate the token but rebilling functionality is handled through the Payline portal and or other Windcave API's
Paylink via Terminal
From the Windcave payment terminal follow the below instructions. Please note the user interface may vary slightly between terminal types:
1. Open the standalone menu
2. From the available options select PAYLINK
3. Follow the onscreen prompts to enter the amount and customers mobile phone number
4. Approved will be displayed if the Windcave host receives the Paylink request
5. The customer will be sent a HPP link via SMS, see Customer Experience for further details