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 Card to view the configuration screen. 



We’ll choose them all for now by clicking the adjacent check boxes. There’s additional information we can fill out for each card, but we’ll skip that for now.
Scroll down and save your changes.

Configuring Payment Gateway within Transaction Gateways tab

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



Each transaction gateway also displays configuration fields when clicked as you will see below. We are going to use the UltraCart Test Gateway to simulate a transaction but you'll need to eventually integrate your actual payment gateway in place of the test gateway.

Understanding the UltraCart Test Gateway

Scroll down and click the UltraCart Test Gateway check box.



Enter your Merchant ID and select the cards you wish to accept. We’ll select only 3 cards in this example. 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. In this example the gateway is set to send orders to Accounts Receivable for authorization.

Navigate to:

Scroll down to a random item, and click the Item Links hyperlink 

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

Once in 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

Note: don't be confused by the fact that we used a different order to demonstrate the Authorize process.

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 ID check box and click the “Authorize Orders” button.



You are not quite finished yet. At the bottom of the batch authorize screen is a place for me to approve the order. Please notice the merchant note at the bottom of the order indicating 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 a lot of orders but for one order, it’s almost simultaneous.
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. Congratulation!