Introduction

Welcome. This is a brief tour explaining how to configure payment methods and gateways.
During this tour, we’ll also show how to place a test order and process it through Accounts Receivable.

Payment Methods

To begin, navigate to:

Click on the Configuration menu link and navigate to the Payments screen.

The first tab shown is payment methods. Each payment method contains configuration fields that display when checked. Simply Click on Credit Cards to view the configuration screen. 



We’ll choose them all for now. There’s additional information we can fill out for each card, but we’ll skip that for the sake of time.
Scroll down and save your changes.

Configuring Payment Gateway in Transaction Gateways

Reenter the Payments screen and click on the Transction Gateways tab.



Each transaction gateway also displays configuration fields when clicked as you can see here. We’re going to use the UltraCart Test Gateway to simulate a transaction, but you'll want to integrate your actual payment gateway in place of the test gateway.

Scroll down to that choice and check it.

Understand the UltraCart Test Gateway

Enter your Merchant ID and select the cards you wish to accept. We’ll select the same 3 cards as we did in the Payment Methods screen. When finished, scroll to the bottom and save your changes.

Understanding the UltraCart Test Credit Card Numbers

Creating a Test Order

Now lets create a test order by adding an item to our cart.
Navigate to:

Scroll down and select a random item, and click the view links hyperlink.



From the Links screen, simply click on the "open in new window" button to send the item into the cart. 

Fill out the shipping information. When I finish adding my address, the shipping preference will update with precise shipping prices. I’ll leave the shipping at FedEx: Smart Post.

At the bottom, I’ll enter my test credit card number. The expiration date can be anything in the future, and the card verification number can also be any 3 digit number.

When my order is placed, I’ll remember my order id.

Authorizing the Test Order

Navigate to:

I see my order at the top of the Credit Card list. I can verify it’s my order by viewing it (clicking on it).



Check the order and click the “Authorize Orders” button.



At the bottom of the batch authorize screen is a place for me to approve the order. You’ll notice the merchant note here that this was a test payment because we used our test credit card.



Clicking the Process Payments button will fire off the batch processing.

This can take some time if you have 1000 orders, but for one order, it’s a relatively small wait.
My order was authorized and there were no errors.

I can then navigate to Order Management → Shipping and continue with the next steps in order management.

That’s it. We’ve created an order and authorized payment. Good luck!