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CTPayments Resources

Welcome to the CTPayments Resource Centre where you can find information on how to use our services as well as general guidance on all things to do with finance, fundraising and online payments.

All our User Guides are available as PDF documents (you will need Adobe Acrobat Reader to view).

White Papers

download arrowPCI-DSS regulations – D day for charities (PDF - New Window)

by James Redhead, Finance and Development Director at CTT


Credit and Debit Card transactions

download arrowWhat do I need to do to get started and what are my options? (PDF - New Window)

  • View our demo system

CP Terminal and CP Web

download arrowCP Terminal and CP Web FAQs (PDF - New Window)

  • What happens if I change my bank account?
  • What do I have to do in order to accept foreign donations?
  • Terms and Conditions and Data Protection examples
  • Credit Card Payment button code examples and how to add it to your site
  • Paperless Direct Debit button code examples and how to add it to your site

right arrowCPWeb - code examples

right arrowPDD - code examples

download arrowCP Terminal User Guide (PDF - New Window)

Topics include:

  • Introduction
  • Logging onto the system
  • System Update splash screen
  • Multi-vendors
  • Multi-vendor Menu
  • Main Menu
  • Search parameters
  • File output
  • Single payment
  • Pre-auth
    • Authentication
    • Deferred
    • Pre-auth Payment
    • Release
    • Cancel
  • Recurring payments
  • Transaction refund
  • Recurring payments - expiry date management
  • Recurring payments - search
  • Reports
    • Report file column names
  • Upload transactions file
  • Standard transactions upload file format
  • Repeat transactions upload file format
  • Logout
  • Error messages
  • Contact details

download arrowCP Web User Guide (PDF - New Window)

Topics include:

  • Logging onto the system
  • System update splash screen
  • Main Menu
  • 3D-Secure
  • Add CPWeb Campaign
  • Pre-auth
    • Authentication
    • Deferred
  • Logo/Banner management
  • Terms and Conditions file management
  • Managing emails using the Email Editor
    • Using the Email Editor
  • Affiliate Trackers
    • Types of affiliate trackers on CPWeb
    • The web tracker report
    • Creating a custom tracker
    • Editing a custom tracker
  • Template report
    • Edit/Create a template
    • Template style sheet
  • Managing access
    • IP address manager
      • Inserting a new IP address range
    • Configuring block rules
    • CP Web
    • CP Web Direct
    • Call back report
  • View CPWeb Campaigns
  • Logout
  • Passing parameters
    • Parameter list
  • Callback Data POSTing
  • Callback validation
  • Callback Status Check
    • Posting a request
  • Contact Details

Paperless Direct Debits

download arrowPaperless Direct Debit (PDD) User Guide (PDF - New Window)

Topics include:

  • Logging onto the system
  • System Update splash screen
  • Main Menu
  • User report
  • Edit user/Add a new user
  • Mandate report
  • Edit mandate/Add new mandate
  • Logo management
  • Paper mandate management
  • Managing emails using the Email Editor
    • Using the Email Editor
  • Setting the bold and text size
  • Template report
  • Edit template/Add new template
  • Template style sheet
  • Affiliate tracking
    • What are affiliate trackers?
    • Types of affiliate trackers on PDD
    • The web tracker report
    • Creating a Custom Tracker
    • Editing a Custome Tracker
  • Direct Debit Data
  • Standard RSM file format
  • Basic file format
  • Logout
  • Passing parameters
  • Callback Data POSTing
  • Callback Validation
 
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