Setting Up the Credit Card Interface

Prerequisites

Use the Credit Card Interface Implementation Guide to install and implement the Credit Card Interface. During this process you must have this information:

• A valid account with a supported credit card system such as CenPOS, Intrix Payment Gateway, T-Gate, or Hypercom SmartPayments Payment Server
• An RP (merchant) number if the supported system is Hypercom
• A Merchant ID if the supported system is CenPOS
• A Vendor ID if the supported system is Intrix
• The URL of the Web Service used for credit card processing by the supported system

This information is recorded on the Credit Card Interface Parameters form during the implementation.

NOTE: A test URL and test credit card numbers are provided in the Credit Card Interface Implementation Guide.

Credit Card Parameters form

On this form, specify this information:

1. To connect to the third-party system:

   Credit Card System

   Specify the provider to which the credit card transactions are sent. Select External if you have developed an interface to a gateway that is not currently supported by the standard application.

   Caution: See "If You Switch Credit Card Systems," below.

   User ID and Password

   Specify the user ID and password provided by the third-party system to access their credit card processing software.

   Payment Server

   Specify the URL of the Web Service used for credit card processing. See the Credit Card Interface Implementation Guide for the appropriate URL.

   RP Number

   This field is displayed only if the Credit Card System is Hypercom. Specify the Merchant Number supplied by Hypercom.

   Vendor ID

   This field is displayed only if the Credit Card System is Intrix. Specify the Vendor ID supplied by Intrix.

   Merchant ID

   This field is displayed only if the Credit Card System is CenPOS. Specify the Merchant ID supplied by CenPOS. Then click the Configure SQL Connection link to display the CCIWebSetup.aspx page, where you specify the SQL user and password that the Web service will use to access the application database. This information is stored encrypted on the SyteLine Web server.

2. Provide general information about how the interface is used:
   • Select Auto Return if you want transactions to be sent to the credit card processing software for credit memos that are linked to an invoice (through the Apply To Invoice field) and that were originally paid by credit card. The original credit card number is used.

     When a credit memo is linked to an invoice that was previously paid by credit card, and Auto Return is selected, then a "return" transaction is generated for that credit card when the credit memo is posted.

     If Auto Return is not selected, and a credit memo is issued that is linked to an invoice that was previously paid by credit card, then an open credit exists and you must manually return the amount to the credit card.

   • Select Auto Post Open Payment to create an open payment in Accounts Receivable for the credit card payment amount. If you do not select this option, you must manually apply payment to a specific invoice. For more information, see Auto Post Open Payment.
   • Select Level Three Reporting if you want the credit card interface to send additional information in order to qualify for Level 3 processing. Otherwise, data qualified for Level 2 processing is collected and sent to the credit card system. For more information, see Level Three Reporting.
   • If you will pre-authorize purchase amounts as well as credit card numbers, specify a Default Authorization method (percent or amount) and then specify the value to be pre-authorized (fixed amount or percentage of the gross sale).  For more information, see Pre-authorizing Credit Card Amounts or Percentages.

Credit Card Payments form

For each of your customers who will pay by credit card, you can set up credit card information on the Credit Card Payments form and click Store for Future Orders to save the information.  (You can also fill out this form during entry of an order for the customer.)

Shipping Information

Set up Ship Methods to use on items shipped to credit card customers. See Setting Up Shipping Charges for Credit Card Customers.

Debugging the Interface

If it becomes necessary to track problems in your credit card interface, select Debug on the Credit Card Interface Parameters form and specify a folder to create a text file on the database server that lists the process steps that occur the next time you process a credit card through the interface. The file does not include sensitive information from the card.

If You Switch Credit Card Systems

If you change from one gateway provider to another, any pre-existing credit card transactions and any stored credit card information becomes invalid.

Use the Customer Credit Cards form to determine which customer credit cards were stored using the old system. These records must be deleted and re-entered using the new system and the Credit Card Payments form.

Use the Credit Card Transactions form to determine which transactions were in process and must be reauthorized using the new system.

Related Topics

About the Credit Card Interface

Using the External Option to Create Links to Other Gateways

Pre-authorizing Credit Card Amounts or Percentages

Troubleshooting Intrix Error Messages