Use the Credit Card Interface to bill a customer's credit card through a third-party credit card processing service and to accept credit cards for payment. The credit card is authorized for validity when an order is placed, but it is not charged until the invoice is generated. The interface communicates with a gateway provider such as Intrix, TGate or CenPOS, which in turn communicates with the credit card processing company such as Visa or Master Card. (See the Credit Card Implementation Guide for a list of supported gateway options.) To preserve security, this application does not store any credit card information; it only stores a transaction number or token that links to the gateway provider's application.
Use the Credit Card Interface Parameters form to set up the interface after it is installed. For more information, see Setting up the Credit Card Interface.
Click the Pay with Credit Card button on these forms to display the Credit Card Payments form, where you can specify the credit card details and quickly check that the card is valid:
You can also access the Credit Card Payments form from the main menu, to set up payment information for customers at any time.
Service Management Mobile users can collect credit card information and signatures using their mobile devices, and Customer Portal Users can enter credit card information through the portal.
If you select Store for Future Orders on the Credit Card Payments form, a record of the customer's credit card information is saved. This reduces the time to enter subsequent orders and provides a better experience for repeat customers. If you do not select Store for Future Orders, the credit card information is used only for the current order and cannot be retrieved for future orders.
You can associate more than one card with the same customer number.
Use the Customer Credit Cards form to look for credit cards on file or to remove stored credit card information from the system. You cannot edit the information on this form. (Use the Credit Card Payments form to update or add credit card information for a customer.) For security reasons, only the last four digits of the credit card number are displayed. The card type and expiration date are displayed for each customer Ship To number, to distinguish between multiple cards on file for that customer.
Note: If you use the CenPOS gateway, you do not specify the credit card information directly in the Credit Card Payments form. Instead, click Authorize in that form to display the Credit Card Web Payment form, which calls the CenPOS virtual terminal. You enter and submit the customer's credit card information in the CenPOS virtual terminal and click Submit. A token is returned and stored in SyteLine.
When you take an order using a credit card, the system can pre-authorize the card for a percentage of the sale amount, or for a specific default amount, or just verify that the card is valid and authorize the actual amount later. This is a system setting that must be handled the same way for all customers. See Pre-authorizing Credit Card Amounts or Percentages.
Use the Credit Card Shipping Authorization utility to reauthorize the customer's credit card prior to physically shipping the item, to validate that the card is still valid and funds are available. See Reauthorizing a Credit Card upon Shipment.
All credit card transactions that are sent through the interface are stored in the application database to allow auditing. Each transaction is stamped with the date and time so you can track daily transaction volume through the Credit Card Transactions form. The actual credit card number is stored in a separate third-party database that is encrypted and certified to record such information.
If the transaction uses foreign currency, the credit card amount is converted to domestic currency before the transaction is submitted to the credit card gateway. The foreign currency amount is stored in the system for reconciliation upon receipt of payment.
You can reverse a transaction against the original credit card. See Processing Customer Credits/Returns on Credit Cards.
During order invoicing, if the order is associated with a credit card, the system calculates the amount of the invoice and executes a transaction through a third-party application to charge the credit card. The amount charged to the credit card is displayed on the invoice. The invoice also indicates whether credit card processing was successful or failed.
You can accept a credit card for an invoice during collection calls with customers and initiate a transaction through a third-party application to charge the credit card. Upon successful completion of the credit card transaction, the payment is applied to the specific invoice. Partial and overpayments are supported.
If there are multiple invoices, you can accept a credit card to apply an Open payment during collection calls with customers and initiate a transaction through a third-party application to charge the credit card. Upon successful completion of the credit card transaction, the payment is created, and you can use the Quick Pay feature to associate multiple outstanding invoices with the payment.
If transactions are not processing correctly, select Debug on the Credit Card Interface Parameters form and specify an output folder on the database server. A text file that lists the processing steps is created in this output folder. The file does not include any sensitive information from the card.
Setting Up the Credit Card Interface
Setting Up Shipping Charges for Credit Card Customers
Adding or Updating Customer Credit Card Information
Shipping and Invoicing Credit Card Orders
Pre-authorizing Credit Card Amounts or Percentages