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Features Management Menu in Detail
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Payment Features Management:

 

Used to enable and configure payment options. 

 

Payment Types section:

 

 

  • Payment Type - PORTALPRODIGY supports the following payment types:
    • VISA
    • Master Card
    • American Express
    • Discover
    • Check
    • Cash
    • Money Order
    • Credit Memo
    • Debit Memo
    • Refund
    • PayPal

 

  • Pay Online - check to offer the Payment Type as a choice during online payment entry.
  • Pay By Mail - check to offer the Payment Type as a choice when Pay By Mail is selected.  PORTALPRODIGY will print this Payment Type on the invoice.
  • Pay At Event - check to list this Payment Type as a choice when Pay at Event is selected.
  • Pay On-Account - check to allow the Payment Type as choice when payment is being entered for invoices charged on account (given terms).
  • Authorization Required - check to require authorization of the payment for the Payment Type.  This setting works in conjunction with the Automated Card Authorization setting.
    • If authorization is required and Automated Card Authorization is set to “Yes”, PORTALPRODIGY will send an electronic authorization request via the Internet to the configured Authorization Gateway.  PORTALPRODIGY displays the message “Please wait while authorizing payment” until an authorization response is received.  If the authorization request is approved, PORTALPRODIGY will set the payment’s Payment Status to “Approved” and will store the returned authorization code and other applicable data.  If the authorization request is denied, PORTALPRODIGY will display message “We are sorry but your payment request was declined” along with the reason returned by Authorization Gateway and will display applicable options.
    • If authorization is required and Automated Card Authorization is set to “No”, PORTALPRODIGY will complete the transaction and set the payment’s Payment Status to “Pending”.  Payments with Payment Status set to “Pending” are processed but cannot be posted until Payment Status is set to “Approved”. 
  • Address Required - check to require an address to be provided along with the payment information.  If Automated Card Authorization is set to “Yes”, the address will be sent to the Authorization Gateway and must match the Credit Card billing address for the account.

 

Check Information section:

This section provides payment information for customers that are sending payment by mail; rather than making their payment online at the time of the transaction.

 

  • Check Payable To - enter the Payee name required on the check.
  • Mailing Address 1 - enter the street address, street name and suite.
  • Mailing Address 2 - when Payment Mailing Address 1 does not provide enough room, this provides an additional address line.
  • Mailing City - enter the city.
  • Mailing Country - select the country.  USA” is the default value.
  • Mailing State - select the State from the list box.
  • Mailing Zip/Postal Code - enter the 5 digit zip code.  You may optionally enter the 4 digit zip code extension.  Enter in format “123450001”, i.e. without dash between main code and extension.
  • Email – enter the email address customers should use to send emails regarding payment.
  • Phone - enter the phone number customers should use to contact you regarding payment.
  • FAX - enter the FAX number where customer should send faxes regarding payment.

 

Credit Terms section:

This information is displayed as part of the credit application process.

  • Credit Terms Document – used to display a terms document from the Product Catalog and during the Checkout process in the Visitor portion of the Website.  The following options  provide the choice to load a new document, edit an existing document or select a document from the PORTALPRODIGY Resource Library.
  • Average Time to Process Credit – used to provide information.  If Credit Application feature is enabled, enter text description of average time to process credit applications.  After submission of a Credit Application, PORTALPRODIGY displays.  Example values: “48 hours”, “One Week”, and “3 days”.
  • Credit App Instructions – enter instructions to be displayed on the Credit Application form.

 

Pay By Mail section:

Use to provide the customer with instructions when they select to Pay by Mail.

 

 

  • Message – enter instructions to be displayed during the Order Checkout Process when the customer selects to pay by mail.

 

PayPal Standard Payment Type section:

Use to configure the PayPal Standard Payment Type when you have selected PayPal in the Payment Type section defined above.  PayPal Standard Payment Type allows customers to pay using their PayPal account.  Customers will be re-directed to the PayPal website to complete their payment when they select this Payment Type.

 

 

  • Name – used to specify your PayPal merchant account name that you specified with PayPal when you setup your PayPal Standard Payment merchant account.
  • Email of Merchant Account – used to specify your merchant account email. This is the email that you specified with PayPal when you setup your PayPal Standard Payment merchant account.
  • Pay Info – used to enter instructions displayed to the customer on PayPal.

 

Card Authorization section:

Use to configure automated approval and payment of credit cards via an online Gateway and Processor. 

 

 

  • CSC Help Page – use to display instructions to the customer how to find their CSC number on their credit card.  The instructions are displayed in a pop-up window.
  • Automated Card Authorization - select Yes to enable electronic authorization via the Internet.  No is the default value.
  • Require CSC verification? – set to Yes to require customer to enter a Card Security Code (CSC).  This is a 3 or 4 digit code that appears on the back of credit cards.
  • Gateway – select credit card gateway from list of gateways supported by PORTALPRODIGY.

 

  • Approve when CSC cannot be validated? – set to No to require CSC verification for authorization.
  • Processor – select credit card processor from list of processors supported for the selected Gateway.  Click on Processor  to configure additional options.
  • Approve when AVS cannot be validated? - set to No to require Address verification for authorization. 
  • Perform Settlement Upon – set to “Authorization” to perform settlement at the time the charge is authorized.  Set to “Fulfillment” to perform settlement when the order is fulfilled.  Settlement is the process of receiving funds from the customer’s credit card company. 

 

Processor section:

When you select PayFlow Pro as your Gateway the following Processor Management options are displayed:

 

§         Name – automatically set by PortalProdigy.  Do not change this value.

§         Type – displays the Gateway name.

§         User – enter the login name to access your processor.

 

§         Password – enter the password to access your processor.  Requires confirmation by entering it a second time in the Confirm Password field.

 

§         Partner – if using Verisign’s Payflow, enter the Partner ID of the Authorized Reseller that registered you with the service.

 

§         Vendor – if using Verisign’s Payflow, enter your Verisign Vendor ID.

 

§         Host Address – enter the processor’s URL.  E.g. Test-Payflow.Verisign.com

 

§         Host Port – enter the processor’s port number.  E.g. 443

 

When you select PayPal Pro as your Gateway the following Processor Management options are displayed:

 

 

§         Type – displays the Gateway name.

§         User Name – enter the login name to access your processor.

 

§         Password – enter the password to access your processor. 

 

§         Subject – enter the Subject required by PayPal Pro.

 

§         Environment – select “SandBox” to test use PayPal Pros payment processing testing environment.  The SandBox environment behaves exactly the same as the real environment but it does not create an actual payment transaction.  When testing payments using the SandBox, be sure to use the credit card information specified by PayPal.  Select “Live” to enable actual payment processing.

 

Proxy section

This section is used when your site is on a Web Server that is behind a firewall and uses a proxy server to connect to the public Internet.

 

 

§         Use Proxy for Card Authorization? -  set to Yes, if you are using a Proxy Server; otherwise leave as No, which is the default value.  When set to No, the other Proxy fields are ignored.

 

§         Proxy Address – URL used by the Proxy Server.

 

§         Proxy Port – Port used by the Proxy Server.

 

§         Proxy Login – Login required.

 

§         Proxy Password – Password required.

 

 


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