PayGreen Helpdesk Articles

Article Summary

1. New Feature:  Summary of new restaurant voucher offering from Flipdish
2. How to register With PayGreen and Get Your PayGreen Credentials
3. How to register your PayGreen credentials with FlipdishHow to register
4. How to add a PayGreen Voucher @ Checkout 
5. How to complete an order with a restaurant voucher
6. Restaurant funds voucher funds flow

1/ NEW FEATURE  : Restaurant Vouchers in France

 Summary of new restaurant voucher offering from Flipdish

Youtube video link (if applicable):

<to be added>

What does the feature do:

• The feature allows restaurants to accept restaurant vouchers for payments through the Flipdish web ordering platform. Flipdish has partnered with PayGreen process voucher payments on our behalf, and each restaurant must independently setup an account with PayGreen to allow them to accept voucher payments.
• Once enabled and activated by the restaurant, customers will be presented with the option to add a restaurant voucher to their profile, and once added can use the voucher to pay for their food order.
• The voucher will then be saved and presented to the user when the reach the checkout screen for any restaurants where food vouchers have been enabled

• At the initial launch, the following voucher brands will be supported:

• At the initial launch, only full voucher payments will be accepted. If the value of your order is in excess of the balance on your card, you will need to select a different payment method for the full value of your order. In a future release, additional payments to supplement the voucher will be permitted.

What are the benefits:

• Food vouchers are very common in France, and accepting these payments will open up a new segment of customers to our clients in these markets.

Who to contact for more details: Cian Whooley (P&F Product Manager)

Link to the portal to use it (if applicable): Flipdish Portal

Links to related Flipdish Academy course:<to be added>

2 / How to register With PayGreen and Get Your PayGreen Credentials

Task: Before you can start to accept voucher payments through the Flipdish platform, you need to get registered and setup with PayGreen. The relationship between the restaurant and PayGreen is independent of Flipdish, and must be setup and managed by the restaurant. A prerequisite of this setup is that the restaurant is registered with the Commission Nationale des Titres Restaurant.

Note that if your restaurant is already setup with the Commission Nationale des Titres Restaurant, then you can skip to section B.

A. Setup Required with Commission Nationale des Titres Restaurant

1. If not already registered, you will need to sign an agreement with the Commission Nationale des Titres Restaurants. This is the legal body that manages restaurant vouchers in France.
2. You can initiate the registeration process through their website: Constitution of files: Restaurateurs - Commission Nationale des Titres Restaurant ( Cntr )
3. During the setup process you will be asked to confirm which brands you wish to accept and the commission with setup accounts for you with each brand (TRD (Blimpi, Pass Restaurant, Up Dejeuner ), Swile, RestroFlash, EdenRed Monizze). Note that initially Flipdish will only support Blimpi, Pass Restaurant, Up Dejeuner and Swile voucher payments.
4. At the end of the process you will be provided with an SIRET number. This is required for you to setup a setup an account with PayGreen.

B. Setup Required with PayGreen

To process payments via PayGreen, your restaurant must setup a dedicated account for your restaurant. There are two processes by which you can complete this:

1) Restaurant has a VAD, a remote selling contract account setup with their bank.

• In this case the setup is very quick, typically a number of hours, as all of the KYC validations have already been completed with your bank.
• Note that a VAD account with the following banks is not compatible with PayGreen: HSBC, CIC & Le Crédit Mutuel . In this case the restaurant will have to setup a wallet account (see part 2 below).
• User must login to the PayGreen portal and register for a new account (PayGreen )
• For a VAD account you will need to provide the following:
  • SIRET Number (see section A)
  • VAD ID
  • Bank Account for billing
  • Legal document, fatca, needs to be completed.
• After these have been provided, PayGreen will complete the setup of the shop for the restaurant and a PayGreen Unique ID and Private Key will be provided to the user. Note that these IDs are unique for your processing with Flipdish. A restaurant may have other shops setup for non Flipdish voucher processing.

2) Restaurant does not have a VAD account, and must setup a PayGreen Wallet

• If the restaurant does not have a VAD account, or their bank is not supported by PayGreen, they will need to setup a Wallet Account with PayGreen. This process requires the restaurant to provide more details PayGreen to allow them to perform KYC validation. It typically takes a number of days for this process to be completed.
• User must login to the PayGreen portal and register for a new account (PayGreen - PayGreen)
• For a Wallet Account the restaurant will need to provide the following:
  • SIRET Number (see section A)
  • KYC Documentation - follow link for details: https://faq.paygreen.io/inscription/compte-sans-vad/justificatifs-societe/ but typically will include:
    • Valid identity document one of:
      • CNI (National Identity Card)
      • Passport
      • Residence permit
      • Drivers Licence
    • RIB (Bank Identity Statement) in the name of your company
    • Proof of activity - If you have been practicing for more than a year, you must provide a document showing the turnover: the last balance sheet, the income statement, the tax return or the URSSAF tax certificate.
    • K-bis extract less than 3 months old
    • Beneficial ownership form
  • Bank Account for billing
  • Legal document, fatca, needs to be completed.
• After these have been provided, PayGreen will complete the setup of the shop for the restaurant and a PayGreen Unique ID and Private Key will be provided to the user. Note that these IDs are unique for your processing with Flipdish. A restaurant may have other shops setup for non Flipdish voucher processing.

3 / How to  register your PayGreen credentials with Flipdish

Task: In order for Flipdish to process voucher payments on your behalf you need to provide us with your PayGreen credentials and assign these to your store.

Requirements (if applicable): To complete this process you need to:

1. Have your PayGreen credentials (PayGreen Unique ID and Private Key). Note these must be the credentials specifically setup for Flipdish processing.
2. Your account with Flipdish has been setup in the French region.
3. Have Owner, Managed Owner or Finance Manager access to the Portal

Step by step instructions with gif/images:

The following steps outline how you add your PayGreen credentials to your flipdish profile

• Step 1: Login to the portal with a Owner, Managed Owner or Finance Manager profile
• Step 2: In the “Finance Section” select “Restaurant Vouchers”

• Step 3: Select “Add PayGreen Account” and you will be brought to the section to add your PayGreen credentials
• Step 4: Add the following details:
  • Name: Include any name to reference the credential (e.g. Tom’s Takeaway PayGreen Account). This can be any name and does not need to match any details you have provided to PayGreen.
  • PayGreen Account Details:
    • ID: This is the PayGreen Unique ID provided when you setup your account. Your ID will look similar to the following example: ac840b20c4c74a9857612650b0aad78b
    • Private Key: This is the Private Key provided when you setup your account. Your key will look similar to the following example: e089-41f1-b595-53e70a8a84c5
• Step 5: Select the stores under the white label that you wish to assign these credentials to.

• Step 6: Select “Add Account” to verify your credentials. Flipdish will then verify these with PayGreen to ensure they are a valid and active account. If successful, a message will be displayed confirming that the credentials have been added successfully. If unsuccessfully, please check your credentials or contact PayGreen to validate your credentials are correct.

Following validation, the voucher processing functionality will automatically be enabled for your restaurant. Your customers will now be presented with the option to “Add Voucher” and if they complete this process, will be able to pay for order with their vouchers.

Youtube video link (if applicable): Screencastify

Outcome: PayGreen credentials for your restaurant have been successfully setup

 4 / How to add a Paygreen Voucher @ Checkout 

Task: How your customer can add a restaurant voucher

Requirements (if applicable):

1. Restaurant must have adding PayGreen credentials and assigned to the store in question
2. PayGreen credentials must still be active with PayGreen
3. Store must be in the French market
4. Customer must have a valid Blimpi, Pass Restaurant, Up Dejenuer or Swile voucher

Step by step instructions with gif/images:

When the customer is presented with the checkout screen, a new section will be presented. This will allow the customer to add a restaurant voucher and following the addition will present the balance of the voucher.

• Step 1: Customer selects “Add new” in the Restaurant Voucher

• Step 2: Customer will be presented with the voucher brands that the restaurant in question has registered for. Note that initially Flipdish will only support Blimpi, Pass Restaurant, Up Dejenuer or Swile vouchers.

<Pic to be updated with just brands Blimpi, Pass Restaurant, Up Dejeuner or Swile>

• Step 3: After selecting the option corresponding to the voucher the customer has, they will be directed to the voucher addition screen. Here the customer will enter their voucher details.

• Step 4: Following successful validation the customer will be returned to the checkout screen, and now the voucher will be displayed and auto selected for payment.

Note:

• All vouchers that have been added by the customer and are still active will be displayed to the customer.
• The most recently added voucher will be auto selected first, followed by any other vouchers. The customer can change the voucher selected, or switch off the voucher using the toggle switch.
• If the balance of the order is greater than the balance on the voucher it will be automatically de-selected.
• If alcohol is included in the order, the voucher will be auto de-selected.
• Where a customers voucher becomes de-actived by their employer, it will automatically be removed from the list of vouchers available to the customer.
• Where a customer adds a voucher for a specific restaurant, it will be added to the customers profile and available for use against other PayGreen enabled restaurants.

 5 / How to complete an order with a restaurant voucher 

Task: How your customer can make complete an order using a restaurant voucher

Requirements (if applicable):

1. Customer has added an active restaurant voucher
2. Restaurant has restaurant vouchers enabled

Step by step instructions with gif/images:

Following the addition of a restaurant voucher a customer can complete a order using the voucher.

Notes:

• The voucher that was most recently added will be auto selected for the customer. The balance for each voucher is checked in real-time.

• If the balance of the order is greater than the balance remaining on the voucher, the voucher cannot be used for the payment. If there are no vouchers with enough balance, the section will be de-selected, and the customer will have to select an alternative payment method. Alternatively the customer can reduce the order to under the balance of the voucher and the voucher will be re-enabled.

• Similarly, if alcohol is included in the order, the vouchers cannot be used and the customer will have to select an alternative payment method.

• Step 1: Customer selects “Pay with Voucher”.

  • If successful, the customer will be directed to the standard payment confirmation screen
  • If the payment cannot be processed, the customer will be returned to the checkout screen and informed of the error. The instances of failure should be very low as prior to the payment we have validated the voucher is active and has sufficient balance

6 / Restaurant funds voucher funds flow

Task: Explanation on how fees and charges are collected for food voucher orders

Flipdish Fees

• Legally Flipdish cannot take its fees from the restaurant voucher payment. As such, a restaurant voucher payment will be treated like a cash payment today.
• Flipdish will record the fees associated with the restaurant voucher transaction and include these against any subsequent card transactions. This includes the standard fees and the end user processing fee.

PayGreen Fees

• PayGreen take no fees directly from each order processing via their platform.
• During the registration process with PayGreen will agree rates with the restaurant.
• They will invoice the restaurant via direct debit on the 1st business day of each month for the previous months processing.

Restaurant Voucher Payouts

• The payout of funds from the restaurant voucher brands is independent of Flipdish and is specific to the agreement signed between the restaurant and the Commission Nationale des Titres Restaurant.
• Flipdish have no control over the payouts from restaurant voucher brands.

The default payout cycles are:

• TRD (Blimpi, Up Dejeuner & Pass Restaurant):
  • Payouts from orders against these three brands will be made as one combined payout.
  • Payouts will typically be once per week, and the day agreed between TRD and the restaurant.
  • Payout is defaulted to 6 days after the transactions have been completed e.g. if your payout is on a Monday 19th of September, it will relate to transactions from 7th to 13th of September. Note the delay can be reduced by discussing with TRD (via Commission Nationale des Titres Restaurant).
• Swile
  • Payouts for Swile are daily (business days) and typically 48 hours after the transactions have taken place.

Update to Existing Payout Report

• Purpose of the existing payout report is to inform the restaurant how much Flipdish will lodge to their account for a specific payout cycle.
• For each cycle, typically daily, we will now include a total that was processed via PayGreen. This will be noted separately from the other orders as this will not be paid out in the standard Flipdish payout.

To learn more about Flipdish’s products or how to grow your online business enroll for FREE in the Flipdish Academy here:http://academy.flipdish.com/