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How to Set Up Sales+ Billing and Payments

Education Providers can collect payments from applicants applying online via Sales+. When publishing a Course Offer you will be able to set whether payment is required and the amount. 

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

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 (COMING SOON)
  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
    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.

Next Step: Automatically Updated Application Form
  • 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:
    • On successful payment the Applicant will be taken to the ‘Submitted Application’ success page. The Application will be processed with a Payment Status = Paid
    • If unsuccessful in making a Payment, after 15minutes the application will be processed with a Payment Status = Failed

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