Creating a payment order by e-mail

Via the payment order details view:

  1. Click Add
  2. Select Create an e-mail.
  3. Select a shop (this step appears if you have several shops).
    If the company has only one shop, payment orders can be created directly.
    The Creation of an e-mail payment order dialog box appears.
  4. In the Order details view, enter (or enable):
    • the order Reference
      Order reference transmitted by the sender.
      Note:
      During the call to the IPN, this reference will be transmitted in the order number if the merchant has sent the request to the IPN to receive the payment notification.
    • type of payment transaction Validation
      Two possible values:
      • Automatic : no action is required, payments are captured once the payment capture delay has been reached.
      • Manual : the merchant must validate each payment via the Expert Back Office so that it is sent for capture before the desired capture date.

      The validation mode displayed by default can be configured via the Expert Back Office (Settings > Shop > Configuration menu).

    • the Capture delay
      Delay in days before capture in the bank.
      Enter a delay that will apply to this payment order only if you wish.

      The capture delay displayed by default can be configured via the Expert Back Office (Settings > Shop > Configuration menu).

    • the Exp. date of the payment order if you would like to modify it.

      The payment order validity period proposed by default when creating the order can be configured via the Expert Back Office(Settings > Shop > Configuration menu).

    • the Amount and the Currency of the transaction
    • Language of the message sent to the buyer (to be chosen among all the languages defined for the payment page),
    • the Templates of the message (described later in this chapter),
    • the Use the payment by data collection form box, if available (this feature depends on the offer).
      By selecting this “feature”, the payment link contained in the message will redirect the buyer to the hosted data entry form.
      The buyer will have to fill all required fields of the hosted form before to be redirect to the payment page.

      Creating a token during payment is not possible in the case of a payment by data collection form.

    • the Disable 3D Secure box, if available (this feature depends on the offer)
      By selecting this “feature”, the payment link contained in the message will generate a payment without 3D Secure authentication.

    Note:

    Fields marked with an asterisk (*) are required.

  5. Token creation during the payment: you have a choice between 3 options:
    • Do not create a token

      Default value. Allows to create a payment order without recording the payment method.

    • Offer the buyer to create a token

      Allows to display a checkbox on the payment page. If the Buyer ticks it, the payment method will be recorded and the token ID will be returned in the response (IPN and return to the shop).

    • Automatically create a token

      Allows to automatically record the payment method. The token ID will be returned in the response (IPN and return to the shop).

    Creating a token during payment is not possible in the case of a payment by data collection form. Therefore, this option will be disabled if the Use the payment by data collection form has been checked.

  6. In the Message to be sent section, enter:
    • the list of the recipients in the To field
      E-mail address for sending the e-mail.
      Insert the “;” character for multi-recipients (up to 50 e-mails are possible).
    • e-mail of the merchant in hidden copy, if selected

      The e-mail address displayed by default can be configured via the Expert Back Office (Settings > Shop > Configuration menu).

    • e-mail of a recipient in hidden copy, if selected
    • subject of the e-mail (can be customized)
    • text of the e-mail
    If several addresses are specified, a payment order will be created for each recipient.

    In order to identify the created orders, the Reference field is incremented by 1 to 3 numeric characters. These characters are concatenated to the reference with a hyphen. E.g. order-001, order-002, etc.

    Several variables are provided to customize the subject and the body of the e-mail. Some of them are optional, others are required.
    Table 1. Variables
    Variables Description Required
    %reference% Corresponds to the Reference field specified in the Order details view. No

    Note:

    The value of the variable is automatically resolved in the subject and the body of the e-mail.

    %amount% Corresponds to the Amount field specified in the Order details view. No

    Note:

    The value of the variable is automatically resolved in the subject and the body of the e-mail.

    %start_date% Corresponds to the payment order creation date.

    Note:

    When editing a payment order, this variable is set to the creation date registered at the time of the creation. This value cannot be edited.

    No

    Note:

    The value of the variable is automatically resolved in the subject and the body of the e-mail.

    %end_date% Corresponds to the Exp. date field specified in the Order details view. No

    Note:

    The value of the variable is automatically resolved in the subject and the body of the e-mail.

    %shop_name%

    Corresponds to the name of the sender.

    By default, this variable is used in the message Message sent by %shop_name%.

    The displayed name is the shop name defined in the Configuration tab (Via Settings menu in the Expert Back Office.

    The text “Message sent by” can be customized.

    No

    Note:

    The value of the variable is automatically resolved in the subject and the body of the e-mail.

    %url% Link to perform the payment.

    The hyperlink specifies:

    • the amount
    • the expiry date of the payment order

    By clicking on the link, the payment page is displayed.

    Yes

    Note:

    If the %url% variable is not entered in the body of the e-mail, this link is automatically added at the end of the text.

    %shop_contact% E-mail of the sender.

    By default, this variable is used in the message “In case of problems, or if this message is not correctly displayed, please contact %shop_contact%”.

    The displayed e-mail address is the one of the “shop administrator” registered at the moment of shop registration.

    This address can be modified via the Expert Back Office (Settings > Shop > Configuration menu).

    If the shop manager is not specified, the person in charge of the file will be specified as the sender.

    No

    Note:

    The value of the variable is automatically resolved in the subject and the body of the e-mail.

    %shop_url% Corresponds to the merchant website URL.

    This variable is by default used in the message “Access to online shop : %shop_url%”.

    The displayed URL is the link to return to the merchant website.

    The Access to online shop : %shop_url% text is customizable except the variable between percentages.

    No

    Note:

    The value of the variable is automatically resolved in the subject and the body of the e-mail.

    Example of customizable text in the subject of the e-mail:
    To: Offer %reference% valid from %start_date% to %end_date% for %amount%
    Result:
    To: Offer 1234 valid from XX/XX/20XX to XX/XX/20XX for EUR100.
  7. Click on the button:
    • Close to cancel the creation of the payment order,
    • Preview to preview the e-mail before sending it,
    • Send to send the e-mail directly without previewing it.
    Note:
    The Send button is available via the filled form or via the preview interface. Once the e-mail has been sent, a confirmation message is displayed.