Change payment gateway settings

Made2Manage supports the following payment gateways:

Note:

Only one payment gateway can be active at a time.

Use the Payment Gateway Setup (CCSETUP) page to change the settings configured for a payment gateway.

To change the payment gateway settings

1. Open the Payment Gateway Setup (CCSETUP) page.

   1. Select Utilities > Company Setup > Finance > Payment Gateway Setup.

   Or

   2. Search for CCSETUP or Payment Gateway Setup in the Navigation box and then select Payment Gateway Setup.

      The Payment Gateway Setup (CCSETUP) page appears.

2. Select the gateway for which you want to change the configured settings:

   1. On the Toolbar, click Browse.

      The Browse For Payment Gateway Setup window appears.

   2. Select the required payment gateway, and click Select. Or double-click the required payment gateway.

      The Re-Authorization Days field displays the re-authorization period of the selected gateway. This is a read-only field and is not editable. The re-authorization period information is retrieved from the selected payment gateway.

3. To change the default payment type for the gateway, in the Default Payment Type section, click:

   » Immediate Sale: To process the credit card payment of a customer immediately.

   » Pre-Authorization: To pre-authorize a customer’s credit card for upcoming payments.

4. In the Default Verification Method area, to change the card verification method, click:

   » CVV2: To use the card verification value.

   » Street Name: To use the street name.

   » Zip Code: To use the zip code.

5. In the Supported Credit Card Types section, select the appropriate checkboxes to indicate the credit cards supported by your M2M application for the payment gateway. Clear a selected checkbox if you do not want to use it for the payment gateway.

Important: You must select at least one card type.

[!Note]

• The card types supported by each payment gateway may vary.

• The selected cards are listed in the Credit Card Transaction window when you add a credit card to either a sales order or AR invoice.

6. In the Gateway Credentials section, enter the Tenant ID and the Secret Key that you have obtained from the payment gateway. If the payment gateway requires a password, specify the password.

7. On the Toolbar, click Save.

   The message, ‘Payment Gateway configuration have been modified. Screen will auto refresh in <nn> seconds. Do not Refresh.’ appears.

8. Click Do not Refresh if you want to restart Made2Manage later manually.