SureSystems: Payment Collection Setup

Overview

This section guides you through configuring the MAXCOLLECT module in SureSystems for payment collection. This includes general settings, CSP (Collection Service Provider) user setup, and specific configurations for TMCT and DebiCheck receipts.

1. General Settings

To begin, configure the general settings for MAXCOLLECT:

1. Navigate to Setup > MAXCOLLECT > General.

2. Set Mode to Basic.

3. Select SureSystem as the Preferred CSP.

2. CSP Users

It's crucial to set up a super user for your CSP.

1. Go to Setup > MAXCOLLECT > CSP Users.

2. User: Select the specific user who logs in to MAXMONEY.

3. Branch: Choose the branch where the user operates.

4. CSP Username: Enter the username provided by SureSystem.

5. Password: Enter the password provided by SureSystem.

6. CSP: Select SureSystem.

7. Enabled: Tick this box to enable the CSP User.

8. CSP Super User: Tick this box to designate this user as the CSP Super User.

3. CSPs

This section details the setup for different receipt types within MAXCOLLECT.

3.1. TMCT Receipt

1. Navigate to Setup > MAXCOLLECT > CSP.

2. Create a new CSP setup for TMCT receipts with the following details:

   • GENERAL

     • Description: Enter "SureSystem TMCT Receipt".

     • CSP: Select SureSystem.

   • PAYBACK

     • Payback Type: Select the relevant TMCT payback type.

     • Preferred Choice: Tick this box if this CSP must be the preferred choice.

     • Receipt Event: Select the relevant TMCT receipt event (as set up previously in Financial Events).

   • LOGIN CREDENTIALS

     • Merchant Number: Enter the Merchant Number as provided by SureSystem.

     • Batch User: Select the super user you configured in the "CSP Users" section.

3.2. DebiCheck Receipt

1. Navigate to Setups > MaxCollect > CSPs.

2. Create a new CSP setup with the following details:

   • GENERAL

   • Description: Enter "SureSystems DebiCheck". If you manage multiple GIDs (Global Identifiers), consider adding the branch name to the description for clarity (e.g., "SureSystems DebiCheck - [Branch Name]").

   • CSP: Select SureSystems.

   • Enabled: Ensure this box is Selected.

   • Type of Authorisation Required: TT1 RealTime

   • PAYBACK

   • Payback Type: Select DebiCheck.

   • Preferred Choice: Ensure this box is Selected.

   • Receipt Event: Select the SureSystems DebiCheck event that you created earlier in your Financial Events setup.

   • Debit Value Type: Fixed

   • Maximum Collection Rate: 1.5

   • Adjustment Catetory: Never

   • Adjustment Amount: 0.00

   • Adjustment Rate: 0.00

   • Allow Date Adjustment: select the checkbox.

   • Debit Sequence type: Recurring

   • LOGIN

   • Merchant Number: Enter the GID (Global Identifier) provided by SureSystems.

   • Batch User: Select the username provided by the service provider.