Configuring Credit Card Processing Settings

Overview

In order to batch process credit cards in e-automate you must have a merchant service. The processor integrated with e-automate is NET1/Sage Payment Solutions, www.net1creditcard.com. NET1/Sage is a PCI compliant third-party partner with e-automate. If you do not have an agreement with our credit card processor, NET1/Sage Payment Solutions, you cannot bulk process credit card or manual payments.  If you have an authorized credit card partner other than NET1/Sage, you will need to use the Process Customer Charge Accounts window to manually process credit cards individually.

Getting to the Transaction

1.    From the Tools menu, select Options to open the Options window.

2.    In the left pane, click [+] next to Sales to expand the menu.

3.    Under Sales select Credit Card Processing to display the Credit Card Processing options in the right pane.

Basic Information

1.    Enter the appropriate information.
See below for field descriptions.

Require name on card: When checked, e-automate will require this field when entering a credit card on a customer account.

Note: This is automatically checked by default, as all credit card transactions require the cardholder’s name.
Require address, city, and state: When checked, e-automate will require this field when entering a credit card on a customer account.

Require zip code: When checked, e-automate will require this field when entering a credit card on a customer account.

Note: This is automatically checked by default, as all credit card transactions require the cardholder’s zip code.

Processing payments before scheduled date: Select Allow to allow e-automate to process credit card payments before the scheduled date, Warn to prompt e-automate to issue a warning before processing credit card payments before the scheduled date, or Do not allow to prevent e-automate from processing credit card payments before the scheduled date.

Credit card vault:Use the Lookup to select the appropriate vault for your company’s credit card processing system.

Note: Currently the options include NET1/Sage and Reference Vault. NET1/Sage is a PCI compliant third-party partner with e-automate.

2.    Click [Configuration settings] to add your NET1/Sage account information.

Note: This step is only necessary if NET1/Sage was selected in the Credit card vault field. If Reference Vault was selected you will receive a No settings are required for this vault message.

Enter the appropriate information.

See below for field descriptions.

Vault URL: The vault website for NET1/Sage services.

Note: This field will be automatically populated.

Credit card vault transactions URL: The credit card vault transaction website for NET1/Sage services.

Note: This field will be automatically populated.

ACH vault transactions URL: The ACH vault transaction website for NET1/Sage services.

Note: This field will be automatically populated.

Transactions URL: The transaction website for NET1/Sage services.

Note: This field will be automatically populated.

Reporting URL: The reporting website for NET1/Sage services.

Note: This field will be automatically populated.

Sage Exchange URL: The Sage exchange website for NET1/Sage services.

Note: This field will be automatically populated.

Merchant ID: Your company’s unique merchant ID provided to you by NET1/Sage.

Merchant key:Your company’s unique merchant key provided to you by NET1/Sage.

Originator ID:Your company’s unique originator ID provided to you by NET1/Sage.

Note: This is only used for ACH transactions.

EIN: Your company’s EIN number.

Note: This is only used for ACH transactions.

3.    Click [OK] to save your NET1/Sage account settings and return to the Credit Card Processing Options window.

Enter the appropriate information.

See below for field descriptions.

Allow credits to be issued without reference to originally charged invoice: When not checked, you are required to locate the original invoice to issue a credit.

Require pre-authorization on service calls with charge account: When checked, e-automate requires NET1/Sage to secure a deposit authorization on the credit card for all service calls with the charge method of Credit Card.

Service call pre-authorization amount: The dollar amount of the pre-authorization. NET1/Sage authorizes this amount temporarily on the credit card until the exact amount of the service call is identified.

Batch processing password: Your NET1/Sage password for batch processing credit cards. Without this password you cannot batch process credit cards with NET1/Sage.

Retype batch processing password: Verification of the Batch Processing Password. The Batch processing password field must be identical to the Retype batch processing password field in order for batch credit card processing to occur.   

4.    On the left side of the window, click on User Defined Fields.

5.    Enter the appropriate information.
See below for field descriptions.

User defined field x label: There are two user-defined fields that can be added on sales invoices and sales orders. Enter the label for each field in the respective field.

6.    Click [OK] to save the Sales options.

Completing the Transaction

1.    Click [OK] to save connection settings.