Payment Gateways

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Only Payment Gateway Admins will have access to the Payment Gateways () function.  The majority of the Payment Gateways account information will have been set up for you in the implementation process for your system and will not need to be changed. 

This tool allows you to manage this critical Application Programming Interface (API) component if needed.  You can add, edit or delete gateways, assign gateways for various types of forms, or assign gateways for specific forms, events or campaigns.

TABLE OF CONTENTS

Payment Gateway Admin Right

  • The Payment Gateway Admin right will NOT be added to Super Admins by default.  It must be added for any admin that needs access.
  • Payment Gateway admins will have a  Management menu on the toolbar which gives them access to the Payment Gateways page.
  • Payment Gateway admins can create new payment gateways as well as assign specific gateways to selected events, donation campaigns, etc.

Accounts

This is the top-level configuration for your payment gateways.  Generally, you will not need to make changes to this area after it is set up in site implementation.  The payment gateway you are working with will supply most of the needed data. 

Please contact your Account Manager for assistance if you're unsure about the changes you want to make.

Configure Payment Gateway Accounts

Create, edit or delete payment gateway accounts to be assigned to donations, events, memberships and commerce-enabled forms.

Create a Payment Gateway Account

Select a Payment Gateway and enter the credentials required to process transactions.  Name the account so you can identify it easily when assigning it to donations, events, memberships and commerce-enabled forms.
Gateway Account Name:  Enter a name that is meaningful to you and other admins.
Payment Gateway:  Select a Payment Gateway from the dropdown.

Form field setup for this processor
The instructions for each Payment Gateway Account will vary by company. Edit an Account
Check the box beside the account and click Edit.
Make the necessary changes.
Click Save.

Delete an Account

NOTE: Be careful when deleting a payment gateway!  Any form, event or campaign that uses that gateway will error out.

Check the box beside the account and click Delete.
Click OK in the confirmation box to complete the deletion.


Site Defaults

Specify the default accounts that will apply to ALL campaigns, events and forms if no other account is specified.

Default Gateway Account:  Select the default gateway account for your system from the dropdown.  Unless specified, this is the gateway that will be used for all your e-commerce transactions.

Default Donations Gateway Account:  Select the default gateway account for your Donations Campaigns from the dropdown.

Default Events Gateway Account:  Select the default gateway account for your Events from the dropdown.

Default Membership Gateway Account:  Select the default gateway account for your Membership Campaigns from the dropdown.

Failed Billing Attempts Allowed Before CAPTCHA:   Select the number of failed attempts to complete a transaction allowed before the CAPTCHA validation is displayed to the constituent. 
On the billing page, users will be required to enter CAPTCHA text after 5 (default) failed attempts to complete the transaction.  Options for this setting are "Always show CAPTCHA" up to 10 failed attempts before CAPTCHA is displayed.  The setting can be changed to display the CAPTCHA image the first time a user lands on the billing page by selecting Always show CAPTCHA, or the setting can be changed to allow up to 10 chances to enter the credit card before the CAPTCHA is displayed.  The CAPTCHA will not work if a hosted processor is used.


NOTE:  A user will only see the CAPTCHA validation on the billing page if they enter their credit card information incorrectly the number of times configured in the Failed Billing Attempts Allowed Before CAPTCHA option or if the setting is configured to Always show CAPTCHA.


Click Update to save your changes.


Community Defaults

Choose default accounts for a community that will apply to campaigns, events and forms if no other account is specified.

Community:  Select a Community from the dropdown.

Default Gateway Account:  Select the default gateway account for the community from the dropdown.  Unless specified, this is the gateway that will be used for all community e-commerce transactions.

Default Donations Gateway Account:  Select the default gateway account for community Donations Campaigns from the dropdown.

Default Events Gateway Account:  Select the default gateway account for community Events from the dropdown.

Default Membership Gateway Account:  Select the default gateway account for community Membership Campaigns from the dropdown.

Click Update to save your changes.

 

Delete a Gateway

NOTE: Be careful when deleting a payment gateway!  Any form, event or campaign that uses that gateway will error out.

Check the box beside the account and click Delete.
Click OK in the confirmation box to complete the deletion.


NOTE: 
Depending upon how your payment gateway has CVV2 codes configured, you may not want to enable scheduled payments for your campaigns. Recurring payments may not be successfully charged.

 

Donations

Choose the payment gateway account that will apply for a specific campaign.

Choose a Specific Payment Gateway Account for Donations

Donation Campaign:  Select the campaign from the dropdown.
Gateway Account:  Choose the account to associate with this campaign.
Click Add.

Delete an Account
NOTE: Be careful when deleting a payment gateway!  Any form, event or campaign that uses that gateway will error out.

Check the box beside the account and click Delete.
Click OK in the confirmation box to complete the deletion.


Events

Choose the payment gateway account that will apply for a specific event.

Choose a Specific Payment Gateway Account for Events

Event:  Select the event from the dropdown.
Gateway Account:  Choose the account to associate with the event.
Click Add.

Delete an Account
NOTE: Be careful when deleting a payment gateway!  Any form, event or campaign that uses that gateway will error out.

Check the box beside the account and click Delete.
Click OK in the confirmation box to complete the deletion.


Commerce Forms

Choose the payment gateway account that will apply for a specific form.

Choose a Specific Payment Gateway Account for Commerce Forms

Form:  Select the form from the dropdown.
Gateway Account:  Choose the account to associate with the form.
Click Add.

Delete an Account
NOTE: Be careful when deleting a payment gateway!  Any form, event or campaign that uses that gateway will error out.

Check the box beside the account and click Delete.
Click OK in the confirmation box to complete the deletion.


Membership

Choose the payment gateway account that will apply for a specific campaign.

Choose a Specific Payment Gateway Account for Membership Campaigns

Membership Campaign:  Select the campaign from the dropdown.
Gateway Account:  Choose the account to associate with the campaign.
Click Add.

Delete an Account
NOTE: Be careful when deleting a payment gateway!  Any form, event or campaign that uses that gateway will error out.

Check the box beside the account and click Delete.
Click OK in the confirmation box to complete the deletion.

Video Tutorials
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