Making Self-Service Payments

This section provides an overview of self-service payments using Campus Solutions, lists prerequisites, and discusses how to do the following using the classic user interface:

  • Specify payment amounts.

  • Select payment methods.

  • Redirect to hosted payment site.

  • Specify payment details (hosted payment).

  • Specify payment details (non-hosted payment).

  • Confirm payments (hosted and non-hosted payments).

  • View successful payment results (hosted and non-hosted payments).

  • View declined payment results (hosted and non-hosted payments).

The self-service feature of PeopleSoft Student Financials enables students to access their account information and make payments over the internet. The self-service pages can be accessed from the Student Center, the Account Inquiry page, or the menu navigation.

Self-Service Account Review

Students often want to view their account information more than once a month when they receive their statements from the institution. Using self service, students can view up-to-date information about their accounts at any time.

Total Due Charges Review

When students want to know how much money they owe to the institution, they may not want to review all of their account activity for each term. The Campus Finances self-service component provides a direct way for students to see their due charges.

Self-Service Payments

The Make a Payment self-service component (SSF_SS_PAYMENT) on classic and Fluid user interfaces enables students to make electronic payments toward their account, using credit card or eCheck depending on the form of payment that your institution accepts. Additionally, if you set up your institution to allow it, students can allocate their self-service payments to specific charges.

The Make a Payment pages appear and function differently depending on whether you use the hosted payment feature.

The Make a Payment pages on Fluid user interface is designed to work with only hosted payment, and uses the activity guide framework. Students are able to make payments using any device.

If you use the hosted payment feature for self-service ePayment transactions on the classic user interface, the step numbers that represent the number of pages or steps required to complete the transaction do not appear on the Make a Payment pages because part of the transaction is performed on the external hosted payment provider site. The numbers appear on the pages if you do not use hosted payment.

Note: If your setup allows for the charges that are payable by credit card to be different from the charges that are payable by electronic check, the Select Payment Method page appears before the Specify Payment Amount page. If the charge priority is the same for credit card and electronic check, the Specify Payment Amount page appears first because it does not change regardless of the payment method that the student selects. The order of appearance of the pages is the same whether you use hosted or non-hosted payment.

See:

Note: Whether payment profile functionality is available in the Make a Payment component depends on your self-service setup and also on whether you use hosted payment.

Messaging

Campus Solutions delivers a set of messages that accompany many of the self-service pages intended to help students through the self-service experience. These messages are user-defined in the Message Catalog, and they can be modified by an administrator. The self service user defined messages are for both Classic and Fluid user interfaces. They appear at the top of most pages. For instance, if a student is paying with an eCheck, then the student receives the following message about his or her Personal Identification Number (PIN) as a potential requirement for user authentication: You will need your PIN in order to submit an eCheck Transaction. Messages can be changed only by an administrator.

Before students can access their accounts over the internet, you must set up your PeopleSoft Student Financials system to allow them to do so by setting up a Payment Merchant, SF Merchant, and Institution Set. The choices that you make when setting up an institution set determine what your students can see and do when accessing their accounts. Different fields and pages are available to your students depending on how you set up the institution set.

See:

Page Name

Definition Name

Navigation

Usage

Electronic Payments/Purchases - Make a Payment - Specify Payment Amount

SSF_SS_PMT_ALLOC

Self Service > Campus Finances > Make a Payment > Electronic Payments/Purchases - Make a Payment

Specify the amount to pay toward outstanding charges.

Electronic Payments/Purchases - Make a Payment - Select Payment Method

SSF_SS_PMT_METHOD

Click the Next button on the Make a Payment - Specify Payment Amount page.

Depending on whether the institution supports both the eCheck and credit card payment methods, select the method by which to make a payment.

Electronic Payments/Purchases - Make a Payment - Confirm Payment

SSF_SS_PMT_MSG

For hosted payment only: Click the Next button on the Make a Payment - Select Payment Method page.

Advise students that their payments are collected through a third party provider.

When a student clicks the Continue to Make Payment button, the student is transferred to the third party site to input credit card or eCheck details.

Electronic Payments/Purchases - Make a Payment - Specify Payment Details

SSF_SS_PMT_CR_CARD

For non-hosted payment only: Click the Next button on the Make a Payment - Select Payment Method page.

Specify either the credit card or eCheck payment details for the current transaction.

What is a Security Code

SSF_CVV_ABOUT

Click the What is a Security Code? link on the Make a Payment - Specify Payment Details page.

Access information about the Security Code that is located on credit cards.

Electronic Payments/Purchases - Make a Payment - Confirm Payment

SSF_SS_PMT_SUBMIT

For non-hosted payment, click the Next button on the Make a Payment - Specify Payment Details page.

For hosted payment, click Continue from the third party site.

Confirm payment details.

This page appears differently for hosted and non-hosted payments.

Electronic Payments/Purchases - Make a Payment - Payment Result

SSF_SS_PMT_RESULT

Click the Submit button on the Make a Payment - Confirm Payment page.

View successful and declined payment results.

Access the Make a Payment - Specify Payment Amount page (Self Service > Campus Finances > Make a Payment > Electronic Payments/Purchases - Make a Payment).

The transaction flow that is discussed here assumes that charge priorities for credit card and echeck are the same—therefore, the Make a Payment - Specify Payment Amount page appears first.

The Make a Payment - Specify Payment Amount page is the same for hosted and non-hosted payment modes. However, for non-hosted payments, a message about a PIN being required for echeck transactions appears.

What I Owe Table

The columns that appear in the What I Owe table are based on the allocation level that you specified on the Institution Set page.

Field or Control

Definition

Payment Amount

Enter different amounts for each of the charges that appear.

pay all charges

Click to pay all charges listed.

zero out amounts

Click to zero out amounts in the Payment Amount fields.

calculate total

Click to calculate the amounts in the Payment Amount fields.

Charges Due Table

The Charges Due table appears only if the Display Charges Due check box is selected on the SF Institution Set setup. The Charges Due table is based on what your institution defined in the setup. If the allocation level that you specified on the Institution Set page is By Business Unit, the charge details are grouped by business unit. If the allocation level that you specified on the Institution Set page is By Term, the charge details are grouped by term within the business unit.

Field or Control

Definition

Multiple

If a charge has multiple due dates, click this link to check those dates.

Access the Make a Payment - Select Payment Method page (click the Next button on the Make a Payment - Specify Payment Amount page).

The Select Payment Method page is the same for hosted and non-hosted payment modes.

This page enables students to choose whether to pay by credit card or by eCheck. This page appears for students only if you enter a value in both the SF Credit Card Merchant ID and SF eCheck Merchant ID fields for the associated institution set. If you allow only one type of payment, this page does not appear and the only payment method available appears by default.

Note: The selection that a student makes determines which charges are eligible for payment according to the charge priority list that the institution defined for the item type associated with the selected payment method. For example, if a student selects Electronic Check, the Payment Details page and the Payment Amount page display only the charges on the student's account that are eligible for payment by the eCheck item type defined.

Access the Make a Payment - Confirm Payment page (for hosted payment only: click the Next button on the Make a Payment - Select Payment Method page).

This section applies only if you use hosted payment mode.

If you use hosted payment, after a student selects a payment method and clicks NEXT on the Make a Payment - Select Payment Method page, the Make a Payment - Confirm Payment page appears.

The browser message, Browser Requirements link, and Privacy Policy link appear based on the setup on the Electronic Payments and Payment Merchant pages.

See Defining Electronic Payment Merchants.

See Defining Self-Service ePayments for Institution Sets.

This section applies to hosted payment only.

When the student clicks the Continue to Make Payment button, information about the payment is sent to the third party Payment provider, and the student is transferred to the third party site to input the credit card or eCheck details.

The student enters payment details on the third party hosted site. The student clicks Continue to return to Campus Solutions. Authorization does not occur here. Buttons and images on the page might be configurable at the third party site.

If the student clicks Cancel from the third-party hosted site, the student is taken to a page in self-service Make a Payment which displays a message advising that the payment is canceled.

The payment status is updated to Canceled. Similarly, if an error occurs, the student is taken to the Payment Result page and the payment status is updated to Error.

Access the Make a Payment - Specify Payment Details page (for non-hosted payment only: click the Next button on the Make a Payment - Select Payment Method page).

This section applies only to non-hosted payment.

If a student has not created a payment profile before accessing this page, the student must create one from this page to be able to enter or confirm ePayment information.

Payment Profile options are only available if the Self Service Payment Profile check box is selected on the SF Installation 2 page (Set Up SACR, Install, Student Fin Installation, SF Installation 2).

See Defining Keyword Edit Tables and a Null Due Date.

Field or Control

Definition

Create New Profile, Use Existing Profile, Do not use Profile, and Save Payment Profile

Select one of these options, depending on whether a payment profile was already created.

If the Use Existing Profile option is selected, the student cannot update the credit card type, credit card number, account type or account number. Account specific date can only be entered if the student selects one of the following options, Create New Profile or Do not use Profile.

You can also use this attribute to update an existing Payment Profile as part of successfully transmitting an ePayment transaction.

Payment Profile

If a student has created a payment profile, select it from the Payment Profile drop-down list box.

Depending on whether the student chose credit card or electronic check, the following fields differ.

Credit Card Details

Field or Control

Definition

First Name and Last Name

Enter the first and last name on the bank account.

Credit Card Type

Select the type of credit card to use. The type of credit card is masked.

Note: The type of credit card is masked.

Credit Card Number

Enter the credit card number.

Note: The credit card number is masked.

Expiration Year and Date

Enter the expiration year and date for the credit card.

Security Code

Enter the Security Code that is located on the credit card.

It is a security feature for "card not present" transactions such as Internet transactions.

The Security Code field is available if the Security Code Required check box is selected on the SF Merchants page.

See Setting Up SF Merchants.

What is a Security Code?

Click this link to access the What is a Security Code page.

Telephone

Enter the telephone number.

Country and Address

Based on the Address Usage option and the student's address table, the system retrieves the appropriate address.

Edit Address

Click to change the address for the current ePayment transaction.

eCheck Account Details

Field or Control

Definition

First Name and Last Name

Enter the first and last name on the bank account.

Bank Account Type

Select the type of bank account to use.

Routing Number

Enter the routing number for the bank account.

Account Number

Enter the account number for the bank account. The eCheck account number is masked.

Telephone

Enter the telephone number.

Country and Address

Based on the Address Usage option and the student's address table, the system retrieves the appropriate address.

Edit Address

Click to change the address for the current ePayment transaction.

Privacy Policy

Field or Control

Definition

Privacy Policy

This link is available if the Display Privacy Policy check box is selected on the Electronic Payments page (Set Up SACR, Common Definitions, Self Service, Student Financials, SF Institution Set, Electronic Payments).

The Make a Payment - Confirm Payment page confirms the payments that students want to submit. The information that appears in the Payment Summary region reflects whether students made payments by credit card or eCheck.

Information that is not collected, such as address and email, does not appear on this page.

The page appears differently for hosted and non-hosted payment modes.

Hosted Payment Mode

Access the Make a Payment - Confirm Payment page (for non-hosted payment, click the Next button on the Make a Payment - Specify Payment Details page. For hosted payment, click Continue from the third party site).

In hosted payment mode, the change payment amount and change payment details buttons are not available. Only the CANCEL and SUBMIT buttons are available to the student. The student cannot make changes to the amount or payment details (credit card or bank account information) because of the external third party provider relationship.

Depending on the third party provider, only the last 4 digits of the credit card number or bank number might be retrieved from the third party payment provider and displayed to the student prior to the authorization. Whether this information appears on the Confirm Payment page depends on whether the third party provider sends the information to Student Financials.

Where possible, after the payment is authorized, the credit card type and bank account type are stored by Student Financials in the database, as it is a valuable reconciliation tool.

If a student clicks the CANCEL button, the payment is already saved as Initiated even if the student clicks YES to confirm the cancellation action.

Non-Hosted Payment Mode

In non-hosted payment mode, more information, such as student details, appear on the page, and a student can change payment amount or details using the change payment amount and change payment details buttons.

If a student clicks the CANCEL button, and then clicks Yes to confirm the cancellation action, the payment is not saved.

Access the Make a Payment - Payment Result page (click the Submit button on the Make a Payment - Confirm Payment page).

The page appears the same in hosted payment and non-hosted payment modes, except that in hosted mode, a payment profile is not created and displayed on the page.

Field or Control

Definition

View Confirmed Payment

Click to go to the Payments tab to verify the recently submitted transaction. This button is available only following a successfully submitted transaction.

Make Another Payment

Click to start the Make a Payment process from the beginning.

Access the Make a Payment - Payment Result page (click the Submit button on the Make a Payment - Confirm Payment page).

In hosted payment mode, the RESUBMIT PAYMENT button is not available. The student can only make a new payment.

Field or Control

Definition

Resubmit Payment

This button is available only in non-hosted payment mode.

Click to review and edit the retained payment data. To start over, click Make Another Payment.

Make Another Payment

Click to begin the Make a Payment process from the beginning.