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Wisenet

      How to Set Up Billing and Payments

      To enable Billing and Payments, there are a number of steps that must first be completed by an Owner within Wisenet.

      Once Billing and Payments are correctly set up and, a payment amount is set up as required within a Published Course Offer, Education Providers can start collecting payments from applicants applying online via Sales+.

      Required LRM Access: Owner

      1

      Enable and Configure Billing and Payments
      1. Navigate to LRM > Settings > Integration > Connected Apps
      2. Under Available App > Billing and Payments, Click Connect
      3. Follow the prompts until the Status is Connected
        1. Update Account Details
        2. Add Bank Details
          • This is where we will make payments to

      2

      Branding

      Customise how your brand appears on finance features such as invoices and receipts:

      1. Logo
        • Upload your logo
      2. Icon
        • Upload an icon sized version of your logo
      3. Statement Descriptor
        • This is the business name that will show up on your customer’s bank or credit card statements
        • IMPORTANT NOTE: Choose something a customer will recognise to help prevent disputes
      4. Statement Descriptor Prefix
        • Customers will see this shortened version on their statement if a customised descriptor is used on a charge
      5. ABN / Tax Id
        • Enter your Tax Id
          • Australia – Asutralian Business Number (ABN)
          • Other – TaxId
      6. Footer
        • (Optional) Add additional text to the footer of your invoice
      7. Custom Fields
        • (Optional) Add any custom fields if required

      3

      Tax Rates

      Tax rates are managed by Wisenet. Currently you are not able to edit these.

      4

      Fee Types

      These are your Inventory Items and are configured within Dropdowns.

      5

      Enable Payments against a Published Course Offer

      Follow the steps below if a payment amount is required for a Sales+ Published Course Offer.

      1. Navigate to LRM > Course Offers
      2. Select and Open the relevant Course Offer
      3. On the left navigation bar, Click Sales
      4. On the top right corner, Click Actions > Edit
      5. Under Payment Type, Choose whether:
        1. No Payment on Application
        2. Deposit Payment on Application
        3. Full Payment on Application
      6. The following options will be required if a Payment is required (Mandatory when Deposit Payment or Full Payment on Application is chosen)
        1. Fee Type
          • Select from drodpown
        2. Invoice Line Item Description
          • Defaulted from selected Fee Type
          • Can be edited
        3. Payment Amount
          • Defaulted from selected Fee Type
          • Can be edited and must be greater than 0
        4. Click Save

      NOTE: Payment Type will be disabled until Connected App is fully set up.

      6

      Ready to receive payment
      • Any update you make to the Course Offer will automatically update the published data in Sales+
      • Your Application Form will dynamically include/exclude the Payment Step based on what is configured for the selected Intake and Application Type
      • When Payment is included in the Application Form the ‘Submit’ will change to ‘Finalise and Pay’ and redirect the Applicant to the Payment Step
      • The Applicant can now complete payment

      7

      What happens when a payment is made

      Payment is successful

      1. On successful payment the Applicant will be taken to the ‘Submitted Application’ success page.
      2. In Wisenet, an invoice will be created
      3. The Application will be processed with a Payment Status = Paid
      4. An email will be sent to the applicant with the Application Tax Invoice / Receipt

      Unable to make payment within 15 minutes

      1. If unsuccessful in making a Payment, after 15 minutes the application will be processed with a Payment Status = Failed
      2. An email will be sent with a link to view Invoice and make Payment and a Pay now Button which will automatically take the applicant to the Payment form to finalise payment

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