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These are the payment methods that are considered essential to the online order process. they are shown on the right side of the screen in the white space. You will most likely have one or more of these configured in your account:
| Method | Notes |
|---|---|
| PayPal | PayPal provides the customer an opportunity to pay for their purchase via their PayPal account and, with upgraded services, can also act as the credit card processing gateway. Click the following link for signup and configuration instructions: PayPal Tutorials |
| Amazon Payments | Amazon Payment allows customers to log into their Amazon Payments account to make the payment for their purchase. Click the following link for signup and integration instructions: Amazon Payments |
| Credit Cards | PCI compliance rules, which require the masking of the full credit card number, make an integrated credit card processing gateway absolutely essential to online order processing. Click the following link for your gateway options: Credit Card Processing Transaction Gateway Integration list |
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Clicking on "Credit Cards" in the middle menu displays the following screen with settings for possible configuration.
On this page you will configure the supported card types you have established with your credit card merchant account, gateway and other checkout details related to Credit Card payments.
| Field | Description | |||||
|---|---|---|---|---|---|---|
| Support Credit Card Types | Configure only the card types you have established with your credit card merchant account and gateway. | |||||
| Charge Appears On Statement As | Configure your company name as you have established it with your merchant credit card account and gateway. This will be displayed on the customer receipt in order to alert the customer as to how the charge will appear on their credit card statement. | |||||
| Charge During checkout | The default setting is "YES" and is strongly recommended for most merchants. (See also: Checkout Payment Options) | |||||
| Collect Card Verification Number | If selected (recommended default setting) turns on the checkout field for the customer to enter the Card Verification Value (CVV) number listed on their credit card.
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| After failed attempt | "After ( # ) attempts at processing the payment, collect the order information and store in Accounts Receivable." The default setting is 3 attempts. This gives the customer 2 chances to review/ update their billing details and the resubmit the order to finalization to the receipt. If the 3rd attempt results in a decline/error response (payment is not authorized) the order will complete to a receipt and the order will move into your Accounts Receivables department for your review of the transaction details in order to determine the exact cause the the decline/non authorization. You can then follow up with the customer using the contact details in their placed/payment pending order to gather updated billing details (updated details for existing card or all new credit card details) which you can then use to update the order and process the payment. See also: Accounts Receivable Accounts Receivable - Order Editing | |||||
| Test Credit Card | Here you can configure one or more test credit card numbers to be used with placing test orders so that you can create the test orders without generating real transaction with your gateway, which will incur potential transaction related fee's. | |||||
| Immediate Finalize Security | UltraCart can protect your custom order forms by preventing immediate finalization of order forms that do not come from specific domains. To enable this feature please list the domain(s) in the field then click the save button. |
Advanced Methods
The advanced methods are located directly below the common Methods. They are considered "advanced" because they are used in a more limited fashion. This is in part due to the fact that many of these payment options are not based on a real-time validation process like the "Common" Methods. These methods may not be appropriate for many storefronts.
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| Method | Notes | |
|---|---|---|
| Cash | Selecting this option will add a payment method of Cash. (Not recommended for most merchants.) | |
| C.O.D | Selecting this option will add C.O.D. payment method (Not recommended for most merchants.) | |
| Coinbase | Selecting this option will add Coinbase Payment method which is a bitcoin wallet and exchange serviceDwolla | |
| Electronic Checks | Selecting this option will add a payment method of Checks. (Not recommended unless gateway configuration section has electronic check as configurable method.) | |
| Money Orders | Selecting this option will add a payment method of Money Order. (Not recommended for most merchants.) | |
| Paper Checks | Selecting this option will add a payment method of Paper Check. You'll be presented with configuration fields for providing your "payable to" address details. | |
| Purchase Orders | Selecting this option will add a payment method of Purchase Order. | |
| Quotes Requests | Selecting this option will add a payment method of Quote. (Quotes Tutorial) | |
| Safety Pay | ||
| Sofort | ||
| Wire Transfer | Selecting this option will add a payment method of Wire Transfer. (Not recommended for most merchants.) |
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Methods → E-Check Payment Settings
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Advanced Options
| Field | Description | Required | |
|---|---|---|---|
| Environment | Choose "Live" | Yes | |
| Page Style | Use to set "doctype" | ||
| Header Border Color | Use to set Border Color | ||
| Header Back Color | Use to set Back Color | ||
| Header Image URL | Use to set Image URL | ||
| Solution Type | Choose between:
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| Landing Page | Choose between:
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| Payflow Color | Use to set the color of the "PayFlow" | ||
| Hold order in accounts receivable after payment is received for final approval. Does not apply to direct payments. | If selected, the order stays in A/R even after instant payment notification updates the order as paid. (Not recommended for most users as it eliminates the automated flow of order form A/R holding area to the Shipping/Completed stages after the PayPal Instant Payment confirmation is received.) | ||
| Show card logos not directly supported by PayPal logo | If you have a gateway configured that is not setup for processing payments on all four of the major card types, any card types not configured to your gateway will display next to the Paypal payment during the checkout, so that the customer will be made aware that they can use that card type via Paypal payment. | ||
| Hide Express Checkout on View Cart | If selected, the "Express Checkout" button that appears in the shopping cart page of the (multi-page) checkout will be suppressed. Please note that the Express Checkout button will still be available to the customer when they proceed through the checkout to the "options" screen. (see also: Suppress Hide PayPal Express Checkout Buttons in Screen Branding for script code that can be used to hide the Express Checkout button from the billing/shipping address screens.) | ||
| Hide Bill Me Later | If selected, the "Bill Me Later" button will be suppressed from the shopping cart page of the checkout. |
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Transaction Gateways
Purpose
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| Authorization Model | Description |
|---|---|
| Auth and Capture | means that both authorization and flagging for settlement occur in one transaction, in real-time. (This is the default setting and the appropriate authorization model for most merchants.) |
| Auth then Capture | means an AUTH transaction (real time) followed by a delayed CAPTURE transaction for settlement, which will occur when the order is marked as shipping in the shipping department (non shippable items will be processed in Auth and Capture mode.) |
| Auth Only | means the transactions simply are authorizing for checking the validity of the card and available credit for the payment transaction. |
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Supported Gateways
Currently UltraCart supports over 80 transaction gateways. The transaction gateway a merchant selects is dependent on the ones that their merchant credit card processing bank will support. Contact the bank account representative to determine available options, pricing information, and setup information. After establishing an account with one of the transaction gateways, complete UltraCart's gateway configuration section for your gateway by selecting the checkbox for it from the list of gateways.
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