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Wisenet

      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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