Payment Communications

Conferma Online allows you to send the supplier a fax/secure email/API containing the deployment and payment details.

Note

You cannot send a communication for a deployment until the Supplier Reference field has been completed.

Generating a Payment Communication

To generate a communication (3rd Party Authorisation Form) to the supplier, retrieve the deployment and go to the payment communication section.

1. Open the deployment from the home page, or click Search cards to find a deployment.

2. Scroll to Communication details and enter a supplier reference.

   

3. Go to Send payment communication and enter:

   

   • Recipient email address—this is the email address of the supplier that you want to send communications to.

   • Notification email address—this is the email address of the person that you want to receive notifications for the communications in the event that it has failed to send.

     Note

     The email address or fax number entered during the deployment creation will be pre-populated together with the centralised notification email address for any failed communications. If not entered during the deployment creation, the user will need to enter at this stage.

   • Type—select either a booking, amend, cancel, or CVV communication.

4. Set the toggle options if required.

   • Override preferred routing

   • Update supplier contact

     The system will automatically check in the Conferma Pay Connect database to see if the supplier has registered for a specific type of communication, and if so, will automatically redirect the communication to the secure email/fax/API registered.

     To override the Connect database and send the communication to the address entered in the recipient email or fax number field, toggle Override preferred routing on. To store this information for future communications for this deployment then toggle Update supplier contact on.

5. Click Submit.

Resending Payment Communications

You can resend payment communications to a different email address, if the details have been entered incorrectly previously or if an alternative email address needs to be used.

To ensure communications are sent to the correct email address, follow the steps below:

1. Search for the deployment that you want to edit payment communications for.

2. Click Amend and then scroll to Supplier information and change the supplier's email address.

   

3. Click Commit amendment.

4. From Communication details enter the Supplier reference and click Submit. This is the payment reference or confirmation number that the supplier has provided to you.

   

5. Change the Recipient email address to the correct version.

   

6. Toggle both Override preferred routing and Update supplier contact on to confirm the new email address.

7. Click Submit.