Configure payment gateway settings using the Payment Gateway Setup (CCSETUP) page

Made2Manage allows you to make credit card payments to pay sales orders or outstanding AR invoices. You must purchase the CC Processing optional module to do this. A payment gateway facilitates credit card payments.

Made2Manage supports the following payment gateways:

• PayPal

• Authorize.Net

• Moneris

• PayTrace

• Stripe

  Note:

  • Only one payment gateway can be active at a time.

  • If are using Stripe or PayTrace as your Payment Gateway, you do not have to perform any additional gateway settings in the Payment Gateway Setup (CCSETUP) page to determine if you are in the SANDBOX/Testing or LIVE/Production mode. It is controlled by different sign ins that are provided by the Payment Gateway when you set up your account.

To integrate the Made2Manage application with the payment gateway, configure its settings in Made2Manage. Use the Payment Gateway Setup (CCSETUP) page.

To configure 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 that you want to configure:

   1. On the Toolbar, click Browse.

   The Browse For Payment Gateway Setup window appears.

   2. Select the row that contains the payment gateway name, and click Select.

[!Note]

The Re-Authorization Days field displays the re-authorization period of the selec- ted 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 specify 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 section, to select 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.

Important: You must select atleast 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. Specify the required additional gateway settings in the grid in the right pane. For more information about the additional settings, see Payment Gateway Setup (CCSETUP).

8. On the Toolbar, click Save.

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

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