Global Payments X TowSoft Integration (Canada Only)
Why we developed the Global Payments X TowSoft integration?
The choice of payment processing platform is entirely up to our clients. Before our TS4 mobile app, the way our clients would collect money was either by writing down their customers' credit card info to process the payment later or use payment terminals rented/bought from the payment processors. However, now that most drivers already use our mobile application on every single call, it made a lot of sense for us to work on integrating payment gateways that allow processing payment directly from our system, such as discussed below with Global Payments.
These allow you to collect payments on site, or in advance, via the mobile application or desktop access. The use of mobile terminals therefore becomes optional in order to capture payments in real time.
Prerequisites for THE CONNECTION WITH YOUR TowSoft
You must already have an account with Global Payments. If this is not the case, you can get in touch with our contacts below at Global Payments to begin the process.
Marianne Thibaut - 514-862-4901
Dina Michelle Dussault - 514-862-4901
If you want to use the integration to simply detail the credit card info and collect the payment in TowSoft, you can request a GP Ecomm Virtual Terminal account.
If you want to also add the integration to send SMS payment requests to customers so that they fill in their data and credit card info in order to securely* collect the payment in TowSoft, you can request a Web GP Ecomm account.**
* Because the Web GP Ecomm requires customers to detail their address and to satisfy a 2-factor authentication challenge, the transactions are considered 3Dsecure, thus preventing disputes and chargebacks.
** The ability to send SMS from TowSoft is enabled by the SMS Module in TowSoft. Contact our team to activate it, as this is a prerequisite to use the Web GP Ecomm integration.
How do I request ACTIVATION OF THIS connection?
As with many other features in TowSoft, this requires arequest to our support team from an administrator of your company. We will then communicate with our partners at GP, who can coordinate the creation of your mobile payment gateway with you. Then, they will provide us with the identifiers required to establish the connection.
Are there ANY costs ASSOCIATED TO THIS?
We will set up this connection free of charge for any TowSoft customer :) However, there are obviously charges on the payment processor's side.
COLLECTING A PAYMENT In THE MOBILE APP
Using the GP Ecomm Virtual Terminal gateway
In the Invoice tab of the call card, click the green "Pay" button, then selecting one of the credit card payment options (your TowSoft may have fewer than in the screenshot below):
"Pay" button - TS4 Mobile App
You will then obtain the following screen in which you can make a modification to the amount to be paid by card, in the event that the customer only wants to pay part of the total amount via the card, and the other part in another way.
Amount adjustment - TS4 Mobile App
Then, confirm the amount afterwards to make sure there are no errors.
Amount confirmation - TS4 Mobile App
To then arrive at the screen in which you will have to detail the customer's credit card information.
CC info form - TS4 Mobile App
ATTENTION: It is important that the driver does not quit the mobile application while the payment is being processed. This would be equivalent to removing the batteries from a terminal during processing and would result in aborting the transaction. Please advise your drivers of this.
Once the payment is confirmed, you will be redirected to the original "Invoice" tab, but should see that the payment confirmation label is displayed.
Payment confirmed - TS4 Mobile App
With the Web GP Ecomm Virtual gateway
If you do the same process as discussed above (ie. clicking on Pay from the Invoice tab and select a credit card payment option), TowSoft will now present you 2 options:
- Manually input the CC info (option discussed above)
- Send by SMS
Payment collection options - TS4 Mobile App
COLLECTING A PAYMENT on DESKTOP
In the call screen, on the right side of the screen, click on the “Payment by card” button:
"Payment by card" button - Desktop version of TowSoft
Then, the following actions are exactly the same as those discussed in the section above regarding use in the mobile application, that is to say, adjusting the amount if necessary, confirming the amount and providing CC information.
Amount adjustment - Desktop version of TowSoft
Amount confirmation - Desktop version of TowSoft
CC info form - Desktop version of TowSoft
PAYMENT TRACEABILITY BETWEEN GP AND TOWSOFT
In the desktop version of TowSoft, the payment confirmation from Global Payments will be visible in the payment section, to the right of the call screen.
Payment Details - Desktop version of TowSoft
The authorization number, displayed in the screenshot above, allows you to reconcile with the payments received in your Global Payments portal. This is equivalent to the Purchase ID that you find on the Global Payments portal. To find a call related to a payment received in the GP portal, you can use the quick search, then select the "Notes & Payment Notes" option, then enter the "Purchase ID" in question that you got from the GP portal.
"Notes & Payment Notes" Option - Quick Search
Optimizing your operations
When it's all said and done, the added value of this integration for your operations will be reflected at different levels:
- Ability to capture a confirmed payment in advance, before a driver goes for a call.
- Driver can obtain payment confirmation before providing the service
- Reduces payment delays from payment processor
- Offers an alternative to payment terminals
Result: Reduced equipment costs, payment defaults and improved payment speed!
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