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
- 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.
Check Information section
- Message –
enter instructions to be displayed during the Order Checkout Process when
the customer selects to pay by mail.
Card Authorization section
- 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. Set to Yes to not require CSC
verification when verification is not available from the Credit Card
Processor.
- Processor
– select credit card processor from list of processors supported by PORTALPRODIGY.
- Approve when
AVS cannot be validated? - set to No
to require Address verification for authorization. Set to Yes to not require Address
verification when verification is not available from the Credit Card
Processor.
- Perform
Settlement Upon: This option
only applies to Product Orders. Set
to Authorization if you want
settlement to occur for Product Orders at the same time as credit card authorization. Set to Fulfillment if you want settlement for Product Orders to be
postponed until the order is fulfilled.
Exchanges and Press Releases are always settled at the same time as
the credit card authorization.
Events are settled based on Fulfillment setting for Events. If Event Registrations are fulfilled at
the time of registration then settlement will be performed at the same
time; otherwise settlement will be postponed until fulfillment is
processed.
Processor section
§
Processor
ID – read only. This is the
PortalProdigy ID assigned to the Processor.
§
Type
– read only. This is the name of the
Gateway Provider and Service.
§
User
– enter the login name to access your processor.
§
Password
– enter the password for your gateway merchant account
§
Confirm
Password – enter the password a second time.
§
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
§
Email of
Merchant Account – if using PayPal enter the email address that PayPal
should send administrator notifications to.
§
PayPal
Info: if sing PayPal enter the
instructions to be displayed to the customer when the customer selects PayPal
as their payment method.
§
AVS &
CSC – read only. Displays the
services supported by the selected Processor.
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.
