To set up a TouchNet uPay site
Log in to TouchNet
From left nav: College of Law / uPay Sites / Add New uPay Site
Accounting Settings
- Perform General Ledger Updates: Yes
- Cashier ID: TOUCHNET
- Select Accounting Code:
Payment Settings
- Allow the amount to be passed in: Yes
- Payment Amount Prompt: Total due:
Validation Settings
- Require address verification for credit card payment: Yes
- (usually) Show night phone prompt: No
- (usually) Show mobile phone prompt: No
Accepted Payment Methods
- (check all 4)
{note for editing this page... may need to fix the order of the instructions to match the setup prompt order}
Messages & Titles
- (defaults are usually okay)
Miscellaneous Settings
- Site Name: Be descriptive and concise
- Site Email Address: address@for.bounces
- Posting URL: { https insidelaw URL / } cc/ok.php
- Additional Posting Value: form_key_uPay (where form_key matches "Form Key" name in Formidable
- Email settings as desired (these have changed recently and new options have not yet been explored)
Link settings
Set these to return to the payment confirmation screen or other location of your choice. If the [touchnet_pay] shortcode is embedded in the destination page, an updated "invoice" screen will be shown.
Images
Upload a banner, recommended 960 x 145 pixels
After submitting and creating the site:
You may need to return to the Miscellaneous Settings and set the Site Status to "Enabled" - NOTE THE SITE # for later.
On InsideLaw, create the form in Formidable
- Admin menu: click "Formidable" then "Add New"
- Pick a "Payment template" or blank and click "Create" - this takes you to the Build tab.
- Set the "Form Key" to a short, unique, descriptive value, such as "lunch_reg"
- Must be all lower case, no spaces (use underscore_for_space)
- This is the base name for all the "Field Key" names, below.
- This should match the TouchNet "Additional Posting Value" as in : lunch_reg_uPay
- On the Build tab, add/edit fields as needed
- Set the "Field Key" to match the "Form Key" (above) with the following suffixes:
- Optional: _name _email _address _address2 _city _state _zip _country
- Required: _payment _upay_id
- Required or calculated: _total _{item_desc}_cost
- If needed: _{item_desc}_qty _page_title _reg_page _go_back
- More details about fields. Fields usually hidden are in italics
- The "_total" field is usually a hidden, calculated field. After changing "Field Keys," you must save the form in order to have the proper "Field Keys" available for setting up a calculated field
- Click "Create" (or "Update") to save the form.
- Set the "Field Key" to match the "Form Key" (above) with the following suffixes:
- On the Settings / General tab,
- Select "
- If a special payment confirmation screen is needed, see the details on creating a _pay View at TouchNet payment system.
- If editing of submissions forms is desired, select "Allow front-end editing of form submissions" and select / set the "Redirect to URL" to the same as above. Note that for this to work with visitors who are not logged in, the [allow_form_edit] shortcode is required.
- For forms only for logged-in users, you probably want to "Limit number of form submissions" to one for each "Logged-in User". Do not set this if the [allow_form_edit] shortcode is used.
- On the Settings / Emails tab,
- Erase the "Email Recipients" entry unless email notifications are desired.
- Once all the settings are saved, copy the "[formidable id=xx]" short code in the upper-right of the edit screen into the page where you want the form to appear. Add the [allow_form_edit] shortcode before the [formidable] shortcode as applicable.
- Test, test, test, test, and then monitor once the form is launched.
- When a payment is received via TouchNet, the "_payment" field on the corresponding entry should be updated. Note that any other calculated field, such as a "_due" field, will not update unless the entry is edited/modified.
- Entries can be viewed/downloaded via Formidable / Entries and/or a View can be generated to see the list of entries.