This article explains how to submit the files on the Bank Portal based on the integration with the payment provider.
There are two ways the Bank Portal can be set up. You can have a workflow set up with your payment provider, which means the files are being automatically transmitted and picked up by the payment system, or you download the bank files and upload them manually into the payment portal.
Payment file integration is not available - bank files are uploaded manually.
As a Bureau Manager, you will find your payment files under the Bank Files view.
Files in the bank portal are categorised by their status:
- New: Files that have been authorised by a customer but have not been downloaded yet.
- Downloaded: Files that have been downloaded from the portal but have not been processed.
- Submitted: Files that have been processed through your payment gateway.
How to update the file status:
- Download New Files: When a file is authorised, it will appear in the portal with a "New" status. Download it to your local system.
- Process the File: Use your payment gateway to process the downloaded file(s).
- Update Status to "Submitted": Once processing is complete, change the file's status in the bank portal to "Submitted."
- Downloaded in Error: If you have downloaded a file in error, the file status can be changed back to ‘New’.
Payment file integration is active - bank files are transmitted.
The files under Bank Files view are categorised by their status:
- New: Files that have been authorised by a customer but have not been downloaded yet.
- Transmitted: Files that have been automatically transmitted from the portal to the payment provider but have not been processed.
- Submitted: Files that have been processed through your payment gateway.
How to update the file status:
- Select a single file or create a Batch Helpdesk : Cintra
- Process the File: Use your payment gateway to process the transmitted file(s).
- Update Status to "Submitted": Once processing is complete, change the file's status in the bank portal to "Submitted."
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