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This document discusses how to process payments by checks,
wire transfers, and other methods that don't involve credit
card processing and web payment systems.
If a user chooses to pay by check or wire transfer, the account
registration and operation will include the following steps:
- The user goes through the registration wizard.
- Upon the completion of the wizard's last form, the account
is not activated. An invoice is e-mailed to the user
(see Setting up the address for users to send checks to).
A copy of this invoice is sent to your admin address
(see Setting E-mail below
on how to specify this e-mail address). The invoice includes
mailing address for check payments or bank details for wire
transfers.
- The user sends you a check or wires the amount specified in
the invoice.
- You receive user's check or wire and enter the received amount
into the system.
- Next you moderate the account, it
becomes active, and the system sends user an e-mail notification
that the account has been created.
- User receives the notification e-mail and can log into the
control panel.
- Further, user sends checks or makes wire transfers to pay
the bills. Upon their receipt, you
enter the payments into the system.
- When the billing period closes, the account is not suspended
and continues to operate, and the payment owed becomes user's
negative balance. When user's negative balance exceeds the
credit limit, this user will become unable to purchase more
resources, which does not allow the negative balance to
grow too high over one billing period.
See also Suspending Debtors.
Setting up the Check Mailing Address
Bank details or mailing address for checks is entered in the control
panel under Look and Feel -> Misc.Texts in the
Checks Information field. This text will show up in the
Welcome letter after the line:
"Please print out this message and send it along with payment to:"
Setting E-mail
To receive notifications about the creation of new accounts,
you have to specify your e-mail address. In the Settings
menu select Mail Settings:
In the page that appears specify who will receive copies
of notifications:
- SIGNUP: add people who will receive copies of notifications
about the creation of new accounts. This notification is
sent when the setup procedure is completed and the account
is ready to be used.
- Moderated Signup: add people who will receive copies
of notifications about the registration of new accounts
that are paid for by checks. This notification is sent when
the user has gone through the registration wizard and states
the amount payable for the account registration.
Moderating Accounts
'Moderate' means complete account registration and activate the account.
Moderation is applicable to accounts that are paid for by checks, wire
transfers, web payment systems, and, optionally, credit cards. You moderate
an account when you receive the payment from the user.
To moderate an account, select Moderate in the Signup
menu:
In the page that appears, click the account to moderate:
The page that appears lists information about this account,
including billing info, contact info and account properties:
At the bottom of the list there are two links:
Click Create to moderate the account. At this moment
the account is created and an e-mail is sent to the user.
You are brought to the Deposit page:
In the first field, enter the paid amount, for example 49.99.
The next page informs you that the payment has been added
to the system:
Enter Payments
To enter received payments into H-Sphere, go to the Search
menu and find the account or user you need:
In the list of search results, click the Credit icon
in the Billing column for the necessary entry:
In the form that appears, enter the paid amount:
- Amount: set the amount you credit to this account.
- Description: state the reason for crediting the
account. This is what the user will view as a title of his
bills' description.
- ID String: identify this transaction.
This is what the user will view as a specified reason for
crediting in his bills' description.
- Comment: give your special comment to this transaction
for internal use.
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