Make sure that you have:

• the Finance addon enabled (please feel free to contact [email protected] if you would like more information on enabling this addon)

• the correct administrator permissions (“accounting-edit”)

• you have an active TransferMate account, including your account’s:

  • HMAC Secret

  • TransferMate Hostname

  • Bank Account ID

• you have already created at least one invoice template (or are happy with one of the ones that came with the system as a default)

• Log in as an administrator with the permissions “accounting-edit” (included with the Role “Accountant” in addition to “Superuser”).

• In the Main menu, go to Finance > Payment gateway.

• Choose TransferMate from the list of available Payment gateways.

• Fill the following sections:

• Name – Give a name that will help everyone who works with invoices understand the payment gateway’s intended purpose. This name will not be displayed for applicants to see.

• Call to action – Here you are able to modify what will be written on the button the applicant will use to use TransferMate to make their payment.

  • Invoice series – Choose which invoice series you would like to have be payable via the TransferMate gateway of the given name. (If your payment collection structure requires it, you can create multiple invoice series and payment gateways, a different one for each Department, for example.)

• Username - This is part of the credentials provided to you by Transfermate.

• Password - This is part of the credentials provided to you by Transfermate.

• HMAC Code - This is part of the credentials provided to you by Transfermate.

• TransferMate Hostname - This is part of the credentials provided to you by Transfermate. Example: my-institution-xml-service.transfermateeducation.com

• Bank Account ID - This is part of the credentials provided to you by Transfermate. Please note that if you have more than one Bank Account ID in the Transfermate system, you must create a separate gateway for each of them.

• Currency - Set the currency for your Bank Account ID.

• Click on “Save changes”.