Global Payments

Global Payments is a secure, embedded payment processing platform that allows brokers to store customer payment methods and automate invoicing directly within Tai.

Table of Contents

• Integration Setup
• Adding a Credit Card to a Customer in the Back Office
• Automatic Credit Card Payments
• Manual Credit Card Payments Back Office
• Enforce Payments in the Customer Portal
• Manual Payments in the Customer Portal
• Credit Card Processing Fee (surcharge)
• Credit/Debit Card Transaction Report

 

Integration Setup

• Global Payments will provide the following credentials necessary for integration:
  • X-Web ID
  • Terminal ID
  • Authkey

• To create the integration, navigate to LSP, select Integration Source, and click on Add New Integration Source.
  • No username or password is required since all configurations will be managed through the source settings.
• In the source settings, add the following credentials:
  • TransactionAccountCredential for credit card payments
  • ACHAccountCredential for ACH transactions

Back to Top

Adding a Credit Card to a Customer in the Back Office

Once the integration is activated, you can add a credit card to a customer's profile by following these steps:

• Go to the customer profile and click Edit Accounting Profile:

• When the accounting profile modal is displayed, choose the option labeled "Add or View Payment Methods":

• Choose the Credit Card or the Bank Account (ACH) option, then click the Add New Payment Method button.

• Add the necessary details and click the Add Payment Method button:

Back to Top

Automatic Credit Card Payments

The system can automatically process payments when credit card information is stored in the customer's accounting profile. This automation can occur during two specific shipment statuses: "Committed" and "Delivered."

Credit Card Payment on Committed/Delivered

To enable automatic credit card payments for a customer when the shipment status changes to Committed or Delivered, adjust the Credit Status to "Continual Credit Card." Additionally, select the Invoice Automation Method that aligns with your preferences or agreement with the customer, either "Auto Invoice at Committed" or "Auto Invoice at Delivered."

Back to Top

Manual Credit Card Payments Back Office

If you prefer to manage payments manually rather than having them processed automatically, you can do so as long as a credit card is stored in the accounting profile. Simply charge the credit card when registering the payment at your convenience.

• This process can be initiated by selecting the Receive Payment option located under the Accounting tab.
• Filter the customer, select shipments for payment, and then choose Global Payment as your payment type.

• Selecting the Register Payment option launches the Global Payment modal, which allows you to select an existing credit card or enter new payment information.

Back to Top

Enforce Payments in the Customer Portal

When the credit status is set to Continual Credit Card and the Invoice Automation Method is set to Auto Invoice at Committed, the system will require the customer to complete the payment in the customer portal before they can finalize the shipment creation process.

The customer will see the Global Payment modal during the last step of the shipment creation workflow and the options to add a new payment method or use an existing one.

Back to Top

Manual Payments in the Customer Portal

For customers you trust and who prefer payment flexibility, you can adjust their settings by removing the "Continual Credit Card" credit status and setting the Invoice Automation Method to "Manual."

Furthermore, within the customer staff settings, there is an option labeled "Pay Invoices." Enabling this option allows customers to make payments at their convenience through the customer portal.

Back to Top

Credit Card Processing Fee (surcharge)

With the Global Payments integration, you can use the credit card processing fee workflow available in the TMS. Set the percentage in the accounting profile. This fee will be automatically applied during all payment processes within the TMS, including back office transactions, customer portal payments, and automated payments. Once saved, the system will calculate and add the fee each time the Global Payment modal is displayed.

Back to Top

Credit/Debit Card Transaction Report

To view the transaction report, log into the OpenEdge View application:

• Click on the Reports & Lists tab

• Select Credit/Debit Card Transactions
• Enter the desired Date & Time
• For Terminal, select Payfields/Transactions
• After the report is generated, click on the Terminal ID number in the results to produce the detailed report
• The Transaction ID will be the equivalent of the check number in the TMS
• In the detailed report, the Invoice Number will be equivalent to the Shipment ID in the TMS

Back to Top