Configure Payment Queues

Company administrators can define queues for payments (the “link queues”). Payment queues are used to handle payment transactions. Agents are able to select a queue on which to place a new transaction. When a new payment is created, it is placed on the selected queue, in the agent’s inbox, with the item’s status set to “active”.

In order to see the contents of a payment queue, an agent needs to have both the relevant privilege and be a member of the appropriate group. This determines which agents can see which transactions.

Create and add a payment queue: #

1. Navigate to Payments in the left-hand panel
2. Select Payment Queues
3. Click Add
4. Enter a unique Name and a brief description if necessary
5. Expand the Groups dropdown and select the Agent groups to assign to this payment queue
6. Expand the Classification List dropdown and select the classification outcomes
7. Expand the Payment Service Providers dropdown and select the relevant PSPs
   • Multiple PSPs can be assigned to each payment queue.
8. Click Add
9. The payment queue will be created

Note: At least one PSP must be selected. If multiple PSPs have been defined, they will each require their own payment queue. Multiple queues may use the same PSP.

Edit or delete an existing payment queue: #

1. Click Payments > Payment Queues on the menu bar. A list of the payment queues that are already available is displayed.
2. Select the appropriate payment queue in the list.
3. To edit payment queue parameters, reconfigure the parameters as appropriate then click Save Changes.
4. To delete a payment queue, click Delete and then confirm the deletion.

Note: You can only delete payment queues that are not in use. If you try to delete a payment queue when a payment for this queue is being handled by an agent, an error message is displayed. All payment links in this payment queue will also be deleted.

Duplicate a payment queue: #

Company administrators can copy an existing payment queue, which might be useful if they want to add a payment queue that is very similar to an existing one, but they want to make slight changes to it.

1. Click Payments > Payment Queues on the menu bar. A list of the payment queues that are already set up is displayed.
2. Select the appropriate payment queue in the list.
3. Click Copy.
4. Enter the name of the copy (up to 100 characters)
5. Click OK
6. The queue will be duplicated

Additional Information: #

Company administrators must have the Safe-Pay Configuration: Modify privilege to create and add payment queues.