Building partnerships through collaboration.
Accepting Electronic Payments
Learn how to be compliant with UB policies and the payment card industry. Accept credit, debit and electronic payments from customers, in-person and for services over the web. Learn how to ensure secure transactions and locate the forms to use.
On this Page
You must have an approved rate on file before collecting revenue, whether it is via ACH, wire transfer, UB Marketplace or in person. Read more about Developing and Managing Fees.
ACH and Wire Transfers
UB departments can accept payments by ACH (electronic checks) or wire transfer for financial transactions.
When expecting an ACH or wire transfer you must send details to the appropriate contact, including the exact dollar amount expected and the account to post to. This ensures the funding is properly identified and applied to the account, without delays.
Find detailed State ACH and wire transfer information (password required):
Erin Guiffrida
IFR, Revenue Accounting and Treasury Management
Financial Management
Phone: 716-645-2601
Email: erinhunt@buffalo.edu
UB Marketplace
UB Marketplace is a third-party e-commerce solution allowing UB departments to accept payments via credit card, debit card and ACH (electronic checks) for products and services other than academic fees and tuition. Departments can use the forms and follow the steps on this page to set up new products, manage existing products, or submit requests regarding GL Codes (State only), user access, refunds and discount codes.
Why Use UB Marketplace?
- Easily list products or services such as event tickets, conference registration, etc.
- Minimize the risk associated with cash receipt collections.
- Utilize SIRI and UB Marketplace reports to review the revenue from transactions.
UB Marketplace Setup
For UB Marketplace users who have registered and been granted vendor or store admin access, follow the UB Marketplace Setup Procedures to set up your product in UB Marketplace.
Payment Transaction Records
- A file is transmitted from UB Marketplace to the university’s general ledger for bank reconciliation purposes. Research Foundation and UB Foundation post the file to departmental accounts every business day and the State posts to departmental accounts every 15 days.
- Departments are not required to complete cash receipt transmittals for UB Marketplace transactions.
The UB Marketplace Orders page provides real-time information regarding payments made via UB Marketplace. You can review individual payments comprising daily or summarized fee deposits for a day or a range of dates.
If your department decides to receive the data electronically, then it is responsible for providing the additional programming required, including any integrations needed for the application.
Limitations
- UB Marketplace cannot be used to collect any Category 1 data except for credit card info.
- Donations cannot be collected in UB Marketplace, please refer to the UB Giving page.
All products in the UB Marketplace must contain an approved image.
Erin Guiffrida
IFR, Revenue Accounting and Treasury Management
Financial Management
Phone: 716-645-2601
Email: ubs-marketplace@buffalo.edu
Leah Kerr
IFR, Revenue Accounting and Treasury Management
Financial Management
Phone: 716-645-0232
Email: ubs-marketplace@buffalo.edu
Credit Cards (In Person)
UB takes credit card information security very seriously. It is your responsibility to know the security policies and procedures. Our experts are also available to help you to ensure the security of your credit card payments.
Credit card accepters have been added to our PCI Compliance list and are contacted annually by email to complete any necessary training and the annual PCI Compliance questionnaire for your department.
Credit Card Contact
Lance Mahalic
IFR, Revenue Accounting and Treasury Management
Financial Management
Phone: 716-645-2626
Email: lmahalic@buffalo.edu
PCI Compliance Contact
Tricia Canty
Internal Control Coordinator
Policy, Compliance and Internal Controls
Phone: 716-645-2639
Email: tscanty@buffalo.edu
Not applicable for Research Foundation accounts.