Step 8. Setting Up Payment Systems

A payment system is an organization that provides financial settlement services. Companies that deploy Payments typically choose payment systems to process their funds captures and, sometimes, their electronic funds disbursements payment instructions. A payment system can be the bank at which the deploying company has its bank accounts or it can be a third party processor that connects deploying companies with financial institutions. The latter is commonly the case for credit card processing. Payment systems are not required for printed funds disbursement payments, but may be required for related services, such as positive pay or other reporting.

Prerequisites

Before you can set up payment systems, you must perform the following setup steps:

Purpose

The purpose of setting up payment systems is to:

Specifying Supported Capabilities

When creating a payment system on the Create Payment System setup page, you:

Settings Required by Payment System

In this region, you can define parameters that the payment system requires for each transaction or settlement batch. When you define payment system accounts, you provide the actual payment system-provided values for these parameters.

Payment Systems on the Funds Capture Side

On the funds capture side, payment systems play a central role in the creation of funds capture process profiles, since the creation of a funds capture process profile is payment system-specific. Funds capture process profiles specify how Payments processes settlements, including how the settlement is to be formatted and how it is to be transmitted.

Payment Systems on the Funds Disbursement Side

On the funds disbursement side, the payment system plays a smaller role in the creation of payment process profiles, which are blueprints for payments that contain payment instruction formatting and transmission information, as well as payment grouping, payment limits, and payment sorting details.