Adding Virtual Payments

Once your permissions are updated, you can access the Virtual Payment Admin to add virtual payments. It’s important to note that prior to adding payments, a TMC must enable virtual payments in the Agency Configuration.

Let’s look at the process to add a virtual payment. Review the following steps to learn more.

1. Select Add a Virtual Payment.

   

2. Select the Agency Booking Config from the drop-down menu to allow the use of the virtual payment.

   

3. Select either the Travel Configuration or the Org. Unit to apply the virtual payment to.

   Note

   You can select multiple options as applicable.
   

4. Enter the Virtual Payment Properties as appropriate.

   

   Field Name	Description
   1. Virtual Payment Name	Enter a new name, if preferred. The default name is Virtual Payment. Text entered here overwrites the default and appears to the user in the form of payment dropdown. There is a 50 character limit for this field.
   2. Client Account Code	This is a required field. Enter the client account code identified from the Conferma Pay Setup site. This identifies the customer for Conferma Pay. If you are unable to locate this code, contact your Conferma Pay account manager.
   3. GDS Hotel	Select the appropriate option from the drop-down menu. You have the following options: Allow - The user will see the Virtual Payment Name in the form of payment dropdown along with any other forms of payment setup for that user Require - The user will not be able to choose a form of payment and the drop-down will be replaced with the following text: Disabled - The default is Disabled
   4. Payment Instructions	Enter any you want to pass to the hotel property. The default for this field is empty. Example: "Room and tax only." This information should match your Conferma Pay Setup. For example, if your company is set up to have a 20% uplift for hotels to accommodate room and tax only, but you enter here to include room and tax and incidentals, then the virtual card will not be authorized for enough money to cover the incidentals. The maximum character length is 200.

5. Set the field name(s) and corresponding custom field(s) Data Field Mapping as appropriate.

   

   Data Field Mapping considerations:

   • Ensure the Data Field Name matches the name with Conferma Pay
   • Special characters are not accepted for the Data Field Name; only alpha/numeric and a maximum of 50 characters (same as Conferma Pay)
   • In the Concur Data Field, choose the profile field that corresponds to the data field name
   • Ensure that the profile field you select is actually enabled for the configuration you have selected. The list of profile fields is for the entire site.
   Note

   You can select up to ten fields.

6. Select Save.

   

   Saving the changes will ensure the data is sent to Conferma Pay.