The first item that must be selected in TPG is the term that the payment is to be posted to.  There is a drop down box of those available terms.  Everyone must remember that NSU banner is a running total and the “Application of Payment” process is set up to the oldest charge first no matter what term is selected.

After the term is selected the credit card information form will appear

There is a dropdown box for credit card type. Information that the student must provide is:

Note: This may be for more than the student owes so before generating any refund the Bursar’s staff must be aware of these payment and, within a 30 day period, issue credits against these payments before generating cash refund.

Address information is also provided from the Banner Tables.  This information must be verified by credit card holder and changed to what address is on the card. In the message above, the student is instructed to go to the “Personal Information” area of web to change address if this information is not correct.  Address changers made on this form will not update the Banner address information.

Once information is provided, the student is to select “Student Payment”.

The information that is to be submitted then appears for the student to double check before submitting. 

If information is not correct the student should chose “Change Information”. That will open an edit form for the information that is not correct to be changed.

Once the information is verified again the student should select “Okay to Submit Payment”.

The student should then proceed to either “Account Summary” or “Account Summary by Term” to verify the posting of the payment. As illustrated above the amount of MasterCard Web payments as increased by the amount of the payment and the Account Balance reduced the same $5 credit card payment just made.

The TouchNet Payment Gateway (TPG) can be accessed through the web at: http://touchnet.acast.nova.edu:778/tpgadmin/web/login.jsp

There are four basic users:

For test purposes: 

 

Bursar’s option form.

The Batch Settle form of the Bursar user. This form is equivalent to the Pending Transaction Report of the Accountants options. The Bursar may either remove (void) the transaction from the batch or settle after reconciling with Banner.  If the transaction is voided this will not make an automatic entry in Banner.  A corresponding entry must be made to the student account in Banner related to this removal or void.

Once the batch is verified by the Bursar user the Settle Batch option must be selected to move the transaction(s) on in the process.

The settling batch process will request confirmation of the decision to settle. Once the okay is given the settlement process will start.

A thank you and successful settlement notification should appear.

Once the batch is settled successfully it should be removed from the pending transaction file and move into the authorized file.  The authorized transaction can be reviewed by selecting Process Credit option on the Bursar or Cashier main menu.

There are several selection options:

On the far right of this form is the option to Process Credit on a particular credit card payment transaction,

Selecting this option will open the Process Credit Form.  This form works by the Bursar or Cashier user placing in the amount in the “New Amount to Charge (in dollars).  The smallest the new charge can be is zero.  This will make the TPG program generate a credit for the amount of the charge.  This makes it impossible for a credit to be issued against a card for more than the original charge.  The system will also not allow a larger amount than the original charge to be issued.  Any activity that takes place on this issue credit form will not update on the student’s account in Banner.  A separate transaction must occur in Banner to simulate the effect of this activity.