If you and your IT administrator have have reviewed ePayment Virtual Terminal and would like to move forward, please follow the next steps. If you have any questions or inquiries, feel free to contact us.
Next steps
Set up Virtual Terminal machine(s)
Payments can only be processed on designated Virtual Terminal machines. Procurement, set up and maintaience of the Virtual Terminal computer will need to be coordinated with UBC SHHS department and you IT administrator/desktop support.
Complete ePayment Virtual Terminal training
You must complete ePayment PCI/DSStraining. This session will cover UBC PCI DSS as well as your key responsibilities as either a ePayment Virtual Terminal user or merchant. At the end, you will be required to agree, sign and upload a Terms of Use agreement.
Request an ePayment Virtual Terminal account
Please fill out the following forms and submit back to the ePayment Support:
- ePayment Virtual Terminal Request: once an account has been created, you will be notified of your merchant code.
- ePayment Virtual Terminal Access: this will allow you to access ePayment Virtual Terminal so you can process payments, look up payments and reports, and issue refunds. *Prerequisite instructions before filling up the form can be found here: https://epayment.it.ubc.ca/node/147.
Please note: ePayment requires GL codes from the legacy FMS system - please see accounting information.
To start, a new merchant request needs to start with an FDM request process to create a new epayment worktag. This request is made in WorkDay by the person(s) with a Cost Centre accountant(CCA) role in the faculty/department. The ISC data analyst sets up the worktag and will provide an equivalent GL code (chartfield string) which merchant needs to supply as part of the merchant request form submitted to the ePayment team. Please connect with your Cost Centre Accountant, and review UBC Finance for more information: https://finance.ubc.ca/changes-finance-processes
