Payment Creator

• Name - Enter a name for the content item. This text appears during design mode (configuration).
• Title - Enter the text to display above this iPart on the rendered page. If blank, no title displays.
• Do not render in design mode - Select this option to prevent content record data from being loaded in the content editor. This improves performance during design time (configuration).
• iPart CSS class - (optional) Enter the name of a CSS class that will be applied to the iPart at runtime. Add this CSS class to an appropriate style sheet. Using such classes lets you apply special formatting to targeted iParts in a reusable way.
• Display a border around this content - Select this option to display a border around this iPart on the rendered page.
• Display content within a collapsible panel - Enable to allow users to minimize the panel within the page, to work with dense pages more efficiently.
  • Show the content as collapsed - Enable to display the panel minimized by default.
    Tip: Be sure that the Title makes clear what data is hidden from view.
• Purpose - This iPart can be used to accept payment details in a shopping cart or on a donation page. In both cases, use this iPart with other iParts to complete a transaction. Select a processing type that best fits your use of this iPart:
  • Cart - Default; the order is submitted for processing from a shopping cart.
  • Donation - Required to use this iPart in combination with the Donation Creator iPart, to create a standalone donation page.
• Display Update button - Select this option when the iPart appears on a page without a Submit Order Button.
  • Exceptions:
    • Do not select this option when the Purpose = Donation.
    • Do not select this option when enabling PayPal Express, which requires the Submit Order Button.
• Commit sequence - (required when Purpose = Donation) Commit sequence affects how multiple iParts interact on a page. Enter a non-zero number to specify the order that changes are saved relative to other inline editable iParts on the rendered page. Zero (default) = save order is unimportant.
• Purchase order number required for Bill Me - (active only if purchase orders are allowed; enabled by default) Disable this option to allow shoppers to check out using Bill Me without entering a Purchase Order number.

Notes

• Users see the warning "Invalid card number" if their entry fails the check digit algorithm for credit card verification.
• The address is passed to the card authorization gateway and may be used to validate a credit card, depending on the gateway provider.
• Donations:
  • Choosing addresses: For credit and debit donations, the donor's name and address are passed to the card authorization gateway and may be used to validate the card. Only authenticated users see the link to Choose another address. Unauthenticated users (guests) must enter a valid address in the Contact Account Creator iPart, which is then used to validate the card.
  • Commit sequence: A donation page that processes payments immediately (instead of through the cart) must include the Payment Creator. Processing a donation immediately requires the iParts to reside on the same content record, but they can display in any order. The Commit sequence values, not the placement order, control when the iParts are processed. When the donation is submitted from the content record, execution control is given to each iPart based on the Commit sequence value shown in parentheses:
    • Donation Creator (2)
    • Contact Account Creator (1)
    • Submit Order Button Link (3)
    • Payment Creator (4 or 0)
• Configuring payment options:
  • Choosing addresses: Whether a user may choose another address when entering payment details depends on which Purpose has been selected:
    • If Purpose = Cart, the Choose another address link will display.
    • If Purpose = Donation, the Choose another address link will display only if the user is logged on. Users who have not logged on must enter a valid address in the Contact Account Creator iPart.
  • Defining the payment options: Only cash accounts that begin with your system's credit card prefix (default: W_), and are of type Credit card or Debit card, will appear as payment options on your website. You can find your system's Credit card prefix from System Setup > Set up web components > General configuration. Add the prefix to a cash account Code from AR/Cash > Set up tables > Cash accounts to display it as a payment option.
  • Enabling purchase orders: To Allow purchase orders, enable the option from System Setup > Set up commerce web components > Checkout configuration. Donations and renewal invoices cannot be paid for by Purchase Order. 
  • Requiring the Card Security Code (CSC) for Credit Cards: Open AR/Cash > Setup tables > Cash accounts and enable the CSC Required Web Entry option.
  • Requiring issue number/date for Debit Cards: Open AR/Cash > Setup tables > Cash accounts, specify type Debit Card.
  • Enabling Pay with PayPal: To enable PayPal payments, one of your cash accounts must be a payment service type of cash account, and the cash account title must be 'PayPal'; if so, this iPart renders with a button that lets the user submit payment using the PayPal site. If you are designing your own check out pages, be sure that the Payment Creator and Submit Order Button iParts are on the same page. Note that the PayPal option is hidden whenever the signed-in user is working On Behalf Of another.
  • The Bill Me radio button appears only if Purchase Orders are allowed: go to System Setup > Set up commerce web components > Checkout configuration, Allow Purchase Orders.
• Configuring payment options:
  • When Purpose = Cart: When paying by credit or debit card, the user can specify an alternative card address by either selecting an existing address or entering a new one.
  • Payment Methods are defined in Finance > Accounting Setup > Payment Options > Payment Method Sets > Default Payment Method Set.
  • Requiring the Card Security Code (CSC): This field is optional.
  • The Bill Me radio button appears only if the default payment method set includes a payment method of type 'BillMe'.