Managing Notifications for Payment Methods That Need Approval

Orders processing can be configured in such a way that only manually approved payment methods can be applied. If no approved payment methods are stored for an account, an order processing is suspended until at least one approved payment method becomes available.

Payment methods (cards and bank accounts) are set as approved (or not approved) using the Ratify (or Mark Not Ratified button respectively) located at a payment method settings screen under Operations > More Operations > Payment Methods, select a payment method.

To use this feature, it is necessary to configure order flow in such a way that order status further transition to payment is possible only if a payment method is approved, i.e., the Ratified property of a payment method is set to Yes.

Payment methods ratification is mostly applicable to direct debit payments. For example, if additional confirmation is required from a customer before bank transfer is applied to a customer order or invoice in Billing.

To notify a customer that a newly added payment method needs approval before payment processing, a special event type is used. The event type name is New PayTool created. It is possible to configure a notification and associate it with this event type.

Note: Before configuring a notification, add a notification template of the "Credit Card Notification" message type. There are no placeholders applicable to bank account notification. If the @@CreditCard_ExpDate@ placeholder available for credit cards will be used in bank account notification, it will remain blank.

To configure notification on addition of a payment method that needs manual ratification:

1. Open System > Settings > Events. The list of event types available in the system appears on the screen.
2. Select the New PayTool created event type by clicking on respective link in Event Type or Name column. The event type details are displayed.
3. Switch to the Event Handlers tab. The list of handlers (if any) is displayed.

4. Click Add New Event Handler. After filling out the form, click Save. The form fields are to filled out as follows:

   Field name	Value
   Object	MESSAGE
   Method	PayToolNotification
   Condition	For bank account: RatificationRequired==1&PayToolType==BankAccount For credit card: RatificationRequired==1&PayToolType==CreditCard
   Signature	integer PayToolID, string TemplateName=Name of the Template to send where Name of the Template to send is to be replaced with actual name of notification template you have prepared for this event.
   Protocol	Stellart
   Max attempts	1
   Repeat interval(seconds)	1
   Synchronous	No
   Delay (minutes)
   Priority