E-Payments on WordPress
This WordPress plugin allows transactions to be automatically deposited or withdrawn from the department’s speedchart, as the service is integrated with the UBC Financial Management System (FMS). Using the ePayment plugin in WordPress, you can use a website to host information about your product or service and allow users to make payments online. This can be accomplished with a simple Gravity Form or, for multiple product offerings, by using the Shopping Cart plugin.
How do I get started?
1. Create a Secure Website
If you do not already have one, your first step will be to create a website.
2. Download and Complete the UBC ePayment Forms
In order to utilize the ePayment plugin, you will need to request a merchant account. This can be done by downloading and completing the Web Service Account Setup and Administrative System Access forms, which are available on the ePayment Web Service Setup Request page.
Note: Prior to completing the forms, you must contact your Department Administrator and Steven Lee (email@example.com) from the Arts Finance Group. They will provide you with the information required to complete the forms as well as additional details regarding ePayment and the process of collecting payments online. Once the forms have been completed, they can be emailed to the ePayment Support Team at firstname.lastname@example.org.
3. Setup your cart/form and start collecting payments!
Once your merchant account has been approved and your payment form and/or product information have been setup on your website, please notify your Department Administrator and Steven Lee (email@example.com) from the Arts Finance Group. They will need to confirm that the merchant account and GL information have been entered correctly and that any required fees such as GST and PST are being accounted for. Once confirmed, you can start advertising your new website and begin collecting payments!
Note: Once you begin collecting payments, it is your responsibility to regularly monitor and reconcile these payments to ensure that each transaction is accounted for and is being transferred to the appropriate FMS codes. Transactional receipts can be requested from the ePayment Support Team at firstname.lastname@example.org.
Frequently asked questions
For information on the FMS account used by your unit, please contact your Department Administrator and Steven Lee (email@example.com) from the Arts Finance Group.
The first 3 fields will be provided to you when your web service account has been created. You will then need to specify whether or not your site is in production or testing ("Verification") mode. Finally, you will need to indicate which forms are to be associated with the ePayments plugin and confirm your GL Account Info.
Note: An example of the formatting for these fields can be found on the ePayment website. This information must be correct in order for transactions to be properly deposited/withdrawn from your speedchart.