Agile Payments Invoice Presentment and Payment plugin for WordPress
If your website is not made with WordPress, in order to use the plugin you will need to install wordpress at a specific directory or subdomain. Contact your webmaster for details on best practice for your organization.
SSL certificate: While all sensitive payment data is transmitted directly to the gateway and never touches your webserver, consumers are “trained” to look for a secure page when entering credit card information or banking information. Therefore, we suggest that your site does have an SSL certificate installed.
Convenience Fees: Some organizations are eligible to utilize convenience fees to offset processing fees. Currently the following organization types are eligible:
- Government entities
- Insurance Sales
- Fuel Dealer
- Child Care Services
- Financial Institution
- Credit Union
- Property Management
- Any other VISA / Mastercard emerging market.
Contact us if you want more information on how convenience fees work or to determine your organization’s eligibility.
The current version of the plugin can be found at https://www.agilepayments.com//invoice_key_manager/plugin_repository/agile-invoice-payment.zip. Once the plugin has been installed, activate the plugin. Next, you will need an activation key. Contact your Agile Payments representative to obtain a key. Navigate to the Agile Invoice menu, enter the activation key and click Save (image 1).
If the activation was successful, you will be redirected to the plugin’s settings page.
API Mode: Select Sandbox mode for initial configuration and testing. Once your plugin has been configured and tested to your liking, you can switch to Live Mode.
Payment Option: Here you will choose Credit Cards, eCheck (ACH) or both. Note that your merchant account must be enabled for the selection that you choose for Live Mode. In Sandbox mode both payment options will function. To select both, hold down the Control key on your keyboard (mac users will use the Command key).
Accepted Credit Cards: Select the card brands that you will be accepting. To select multiple card brands, hold down the Control key on your keyboard (mac users will use the Command key).
Field Label Settings: Here you will determine what the Merchant Defined labels will be. Examples might be Account Number, Order Number, Invoice Number, Loan Number, Amount Owed, etc. These labels will appear on the invoices that you generate and can also be used for the search function where your customers are directed to a specific url in order to search for their invoice.
Search Field Settings: Here you will determine what fields will be searchable by your customers in order for them to locate their invoice. Check the box next to the fields you wish to be searchable.
Email Receipt (and Notification) Settings: Here you will be styling what your email notifications and email receipts will look like and what text is presented. The first four are self explanatory.
- Company Name
- Company Address
- Company phone
- Company Fax
- Company Logo – choose a file up to 500MB.
- From Email title: This will appear in your customer’s email box letting them know who the email is from.
- From Email: This is the address that will be sending the email notifications and receipts.
- Payment Receipt Email Subject: This will be the text that appears in the email subject line for emailed receipts that are sent to your customers.
- Notification EMail Subject: This will be the text that appears in the email subject line for email notifications (new invoices) that are sent to your customers.
- Notification Detail Text: This is completely customizable by you. Enter whatever text you want, e.g., Payment is due upon receipt.
- Signature – Could be company name and phone, etc.
Click Save once all data has been entered.
3) Create invoice_pay page:
In your wordpress dashboard, create a new page and insert the shortcode [invoice_pay]. Define the permalink, e.g., image 4, /invoices. If you are charging convenience fees, it’s advisable to insert copy to that effect above the shortcode.
4) Invoice Search:
The Permalink that you defined when setting up the invoice_pay page will be the url your customers would go to to search for their invoices. The searchable fields that are displayed are those that you configured in step 2, Search Field Settings. In the example below (image 5) you can see that the searchable fields were set to Account Number, Loan Number and Phone.
Once a search field has been populated and Search has been clicked, the associated invoice will be presented (image 6).
Credit Card: 4111111111111111, a date in the future for expiration and any 3 digits for CVV. For echeck testing, use any valid routing number and any 6 digits for account number (image 7).
5) Creating an Invoice manually
In your wp-admin menu bar you will see an option called “Invoices.” Click Invoices and then click Add New Invoice. Enter the data you want to display within the invoice. The only data that is required are the searchable fields that you chose in Settings and an amount. If you want notifications sent, then an email address is required and check the Send Notification box. Once you have entered the information, click Publish.
6) Recurring Invoices:
When creating an invoice manually, you will notice that there is an option for Is Recurring. Recurring invoices are not recurring payments. A recurring invoice simply generates a new invoice based on the frequency you choose. If Send Notification is checked, an email notification will be sent each time a recurring invoice is generated. You can choose Continuous, which means recurring invoices will continue to be generated indefinitely. Or, you can choose a specific Quantity of invoices to be generated. For example, choosing Monthly for Frequency and 12 for Quantity will result in 12 invoices being generated on a monthly basis.
7) Bulk upload of invoices:
Multiple invoices can be uploaded via a CSV spreadsheet file. This is only available for one-time invoices (no recurring invoices). The CSV template file can be downloaded here: https://www.agilepayments.com/agile_invoice_example.csv. Please note that the header row cannot be changed. However, you can add notes so that it is easily remembered what you have assigned to the merchant defined fields. For example, you might want to notate that Merchant Defined 1 field is “Account Number.” For column M, Send Notification, entering Yes will send a notification and entering No will not send a notification.
File Type: The file must be saved as a .csv file.
Mac users: Make sure to save the file as a Windows Comma Separated (CSV) (image 9).
Once your csv file is ready for import, go to your wp-admin section and choose Agile Invoice > Invoice Importer. Select your file and click Import.
Anatomy of an Invoice
In the following screen shots you will see an invoice, an invoice email notification, Plugin Settings, the creation of an invoice and the payment modal so that you can see how all the data is mapped.
Settings screenshot with notations. All notations from Settings begin with “A.” Follow the additional screenshots to see where the notations are mapped to.
Invoice Creation screenshot with notations. All notations from invoice creation begin with “B.”
Invoice email notification screenshot showing you where the data shows up to your customer on their invoices and invoice notifications:
Screenshot of Invoice page after clicking on email notification Click to Pay button:
Screenshot of payment modal after clicking on Pay Now in Invoice page:
Screenshot of Payment Modal redirect after completing card information and submitting. In this sandbox instance a convenience fee (service fee) was applied:
Screenshot of email receipt notification:
Downloadable pdf receipt that is attached in the email receipt notification: https://drive.google.com/open?id=1FvNaVHW6tJ14iVGZMeY_53PL1PRuo4Ix
Switching to Live Mode
To obtain your API Login ID and Secure Transaction Key for Live mode, go to your Virtual Terminal and select the Gateway Settings tab and then select the Gateway Key link. Generate your keys, copy and paste them into the plugin’s settings section for Live Mode.