Support online payments using WPM Education

The integration requires the use of two WPM custom fields: CustomField1 is used to store the Course Template field 'Cost Centre' CustomField2 is used to store the Shopping Basket ID We recommend that you speak to WPM before integrating to ensure that this will not cause any problems with your financial data when payments are sent from accessplanit to your WPM system.

WPM field WPM description   Sent from accessplanit clientid   Provided by WPM   This is set up by you in the ‘WPM Details’ section in the ‘Account Finance Options’ page requesttype   Always 1   Always ‘1’  pathwayid   Provided by WPM   This is set up by you in the ‘WPM Details’ section in the ‘Account Finance Options’ page departmentid   Provided by WPM. Identifies where the post has come from   This is set up by you in the ‘WPM Details’ section in the ‘Account Finance Options’ page staffid   To allow for "customer not present" transactions. Populate with Staff ID. Blank if non-staff   Nothing is sent for this  customerid   e.g. Student ID.   User ID  title   e.g. Mr, Mrs, Dr etc   Booking User Title  firstname   First Name   Booking User First name  middlename   Middle Name(s)   Booking User Middle Name  lastname   Last Name   Booking User Last Name  emailfrom   The from address used for the email confirmation   This is set up by you in the ‘WPM Details’ section in the ‘Account Finance Options’ page toemail   The email address sent. This will be used to pre-populate the cardholder email field. The email address entered by the payer is what will be returned in this field.   Billing target's email address   transactionreference   Client unique identifier for the transaction provided by the 3rd party system to allow identification of the transaction between the 2 systems.   InvoiceID  redirecturl   Where to direct the customer to after the payment process is complete   To be confirmed callbackurl   URL to send the data to the client system for the realtime server to server update.   To be confirmed billaddress1   Billing address line 1 for the customer if captured on your site   Billing target's address  billtown   Billing Town if captured on your site   Billing target's town  billcounty   Billing County if captured on your site   Billing target's county  billpostcode   Billing postcode if captured on your site   Billing target's postcode  billcountry   Billing Country if captured on your site in the 2 code character format. E.g. GB   Billing target's country 

WPM field WPM description   Sent from accessplanit customfield1   Custom field for client use. E.g. finance codes  Course Template Cost Centre or Product & Service Cost Centre  Description  Description of the payment. For instalments, this will describe the fee plan.  Invoice Item description  ID  This is an autonumber to identify the element from other payments elements.  Autogenerated number  Type PN = Pay now i.e. immediate payments, RCP = Recurring card payments i.e. card payments in the future, DD = Direct Debit payments i.e. direct debit payments in the future.  Always ‘PN’  PayOption  This is set by the client and describes the type of payment  This is set up by you in the ‘WPM Details’ section in the ‘Account Finance Options’ page amounttopay   The amount to 2 decimal places. This should be blank if a blank mandate for instalments is to be setup.  Gross value of the invoice item – the gross value of any applicable discount items  amounttopayvat   If no VAT then value is blank. This should be blank if a blank mandate for instalments is to be setup   VAT value of the invoice item – the VAT value of any applicable discount items  amounttopayexvat   If no VAT then this value is the same as amounttopay.   Net value of the invoice item – the net value of any applicable discount items  vatdesc   The VAT desc e.g. Standard, Exempt, Out of Scope etc.   This is set up by you in the ‘WPM Details’ section in the ‘Account Finance Options’ page vatcode   The VAT Code for the client finance system e.g. S1   This is set up by you in the ‘WPM Details’ section in the ‘Account Finance Options’ page vatrate   Shows the VAT rate percentage. E.g. 20 . If no VAT then this should be zero.   This is left blank dateofpayment   Date of payment. This should be blank if a blank mandate for instalments is to be setup. . If Pay now, this should be the current date   Current date/time  mandatory   Make the payment mandatory. This should always be 1 (true) for instalments.   Always ‘1’  editable   minamount   maxamount Allow the payment amount to be editable. This must always be 0 (false) for instalments. The minimum and maximum allowed amounts for a payment can be set using these attributes.   If you are looking at allowing Editable amounts this MUST be specified within the Specification Document.   Always ‘0’ 

Each item on the Invoice will be listed within the feed sent to WPM, except for free Sessional Courses and Delegates, these are hidden to avoid over cluttering the feed  Discounts are not associated with cost centres and will therefore be absorbed into the line item listed above it, and the description of that line item will include the suffixed text ‘with discount’  When a Voucher has been assigned to the booking, therefore discounting the outstanding balance, the value of the voucher will be distributed proportionally across each of the Invoice Items to ensure that future payments are calculated correctly  When the amount to be paid is only a partial payment, the value of the partial payment should be distributed proportionally across each of the Invoice Items to ensure that future payments are calculated correctly

WPM field WPM description   Sent from accessplanit amountpaid  The net amount paid to 2 decimal places. This should be blank if it’s a future instalment amount of a blank mandate   Not stored  amountpaidvat  The VAT amount actually paid to 2 decimal places. This should be blank if it’s a future instalment amount of a blank mandate   Not stored  amountpaidexvat  The gross amount actually paid to 2 decimal places. This should be blank if it’s a future instalment amount or a blank mandate   Not stored  vatdesc  The VAT desc e.g. Standard, Exempt, Out of Scope etc.   Not stored  vatcode  The VAT Code for the client finance system e.g. S1   Not stored  vatrate  Shows the VAT rate percentage. E.g. 20   Not stored  transid   For your use  External Transaction ID  authcode   The authorisation code for the transaction as provided by the PSP   Not stored  preauth   1 for True 0 for False – defines whether the transaction was a preauth or not   Not stored  dateofpayment   Date of payment.   Transaction date  totalpaid   Total amount taken in this transaction. This will include any pay now elements of an instalment.   Transaction Amount  success   Indicates the transaction was successful   Not stored  failurereason   Future functionality. Leave blank   Not stored  cardholdername   The cardholder’s name   Not stored  cardtype   The type of card used, eg Visa, Mastercard   Not stored  cardlast4   Last 4 digits of the card number.   Not stored  cardexpdate   The card expiry date. Format is MMYY   Not stored  cardstartdate   The card start date if applicable. Format is MMYY   Not stored  cardissuenumber  The issue number of the card, if applicable.   Not stored  oItemCharge Payid sFinanceCode  Present for each item if configured for per item surcharging  Not stored  oOrderCharge sFinanceCode  Present once per transaction if configured for per order surcharging  Not stored  accountname   The account holder’s name  Not stored  sortcode   The sort code of the payer’s bank   Not stored  accountnumber   The payer’s account number  Not stored  bankname   The payer’s bank  Not stored  ddreference   The mandate reference created by the system  Not stored 

You will need to gather the following information about your WPM account Shared Secret Client ID Pathway ID Department ID Email From Payment URL Pay Option Standard VAT Code Standard VAT Desc Exempt VAT Code Exempt VAT Dess

Once you have collected your WPM information, you are ready to add these to your accessplanit platform Open the ‘Administration’ menu from the Profile options at the top-right of your platform Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoicing and Payment Method settings Please note This page is only available to Super Admins, if you cannot access this page, please get in touch with a Super Admin in your team to set up your WPM integration. Scroll down to the ‘Payment Methods’ section, here you should see a list of available payment methods for your system including Invoice, Cash, BACS and Card You should additionally see ‘WPM Education’ as an option, if it is is not listed here please contact the accessplanit support team and they will enable this for you Check to enable 'WPM Education' as an available payment method Once you have enabled WPM, scroll down to the dedicated WPM Details section of this page Enter your details Click the ‘Update’ button at the bottom of the page to save your changes

Yes, a WPM Education account is required for this integration.

Not in your platform, any WPM refunds should be processed within your WPM system. If you would also like to record the refund in accessplanit, please log the payment transaction as refunded so that other members of your admin team can view the refund.

Each WPM payment (and refund) is recorded in your platform as a ‘Transaction’. There are several ways that you can view Transactions in your platform: For each Invoice, you can open it’s ‘Transactions’ page to see all of the transactions made on this Invoice only You can view all Transactions in a certain date range by adding a DataGrid gadget to your Dashboard and use the ‘Transactions’ module You can build a report to show you a summary of Transaction data using the ‘Transactions’ module within the Report Engine

To set up the WPM integration, you’ll need Super Admin access within accessplanit, this ensures that only people who have the necessary permissions are able to configure and manage the connection.