e-Series uses immediate authorization for all credit card accounts and requires setting up a card authorization account. Set up and maintenance of all authorization gateway information is performed on the AR/Cash Credit Card Authorization window (from AR/Cash, select Set up module, and click Credit Card Auth). At checkout, e-Series determines the correct PayPal account, based on the current transaction’s cash account, and authorizes the payment against that account.
To enable online credit card authorization for e-Series transactions
To enable online card authorization for e-Series transactions, you must do the following:
1. On the AR/Cash Credit Card Authorization window:
□ Enable Immediate Authorization for the CC Auth Account.
□ Enter a Timeout value for the CC Auth Account (30 seconds is suggested)
2. Assign the CC Auth Account to the account on the AR/Cash Set up cash accounts window (from AR/Cash, select Set up tables > Cash accounts).
To test immediate Payflow Pro authorization
Before you test, make sure that you are licensed in iMIS for credit card authorization (CCAUTH) and that the Immediate Authorization option is selected on the AR/Cash Credit Card Authorization window (AR/Cash > Set up module, Credit Card Auth).
Use the following credit card numbers for testing purposes:
■ VISA: 4111 1111 1111 1111
■ AMEX: 3782 822463 10005
■ DISC: 6011 1111 1111 1117
■ MC: 5555 5555 5555 4444
■ CB and DINERS: 3056 9309 0259 04
Note: For testing purposes, transactions must be under $1000.00.
1. Select AR/Cash > Enter and edit transactions > Cash receipts.
2. Click New.
3. When entering a payment, enter one of the test credit card codes in the Check/CC field.
A CC # and additional data entry fields display.
4. Enter the test credit card number in the CC # field.
5. If required, enter a Card Security Code in the CSC field.
6. Enter an expiration date in the Exp field.
7. Enter the name on the credit card in the Name on CC field. This does not have to be the same as the customer name.
8. Enter a dollar amount in the Payment Amount field.
9. Click Save.
10. The Authorize field displays a status code of either a deferred status, or a unique authorization code. In addition, if you entered a value in the CSC field, the field is now blank because the system automatically deletes the value once the transaction has been submitted.
Testing credit card authorization with a test card number
Note: The criteria for authorization depend upon the policy of the acquiring financial institution.
If the test is successful, make sure to change the Host URL on the AR/Cash Credit Card Authorization window to the “live mode.”