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Setting up a card authorization account for non-iMIS authorization

You must assign a card authorization account to each credit/debit card cash account you create in iMIS. If you use e-Series to process credit/debit card transactions and you are not set up to use the iMIS-supported credit card gateways (VeriSign or QSI), or you authorize your credit/debit card transactions outside of iMIS, you can create an empty credit card authorization account.

To set up an account for non-iMIS authorization

  1. From AR/Cash, select Set up module to open the Set up module window.
  2. Click Credit Card Auth to open the AR/Cash Credit Card Authorization window.

    Note: You must be licensed for CCAuth, Service Central, e-Orders, eEvents, or e-Billing for the Credit Card Auth button to display on the AR/Cash Set up module window.

  3. Click New and select Other from the Gateway from the drop-down list.
  4. Select the appropriate method of authorization:
    • If you are not performing automated authorization through a custom gateway implemented by an Authorized iMIS Solution Provider (AiSP), enable Manual Authorization.
    • If you are performing deferred authorization through a custom gateway implemented by an AiSP, such as for European debit card processing, enable Deferred Authorization and optionally select the Save CSC prior to Authorization checkbox if directed to do so by your AiSP.
  5. Enter an Account Code (for example, No CC Auth). This value displays in the Select a Value window that opens when you use the lookup icon on the CC Auth Account field on the Set up cash accounts window. This value cannot be changed once the record is saved.
  6. Enter a meaningful description for the authorization account in the Account description field. This information displays as read-only data under the CC Auth Account field on the Set up cash accounts window.
  7. Click Save.

See Also

Setting up card authorization

Installing iMIS and adding license keys

AR/Cash Credit Card Authorization window

Requiring a Card Security Code (CSC) for credit/debit card transactions

Setting up credit/debit card cash accounts in AR/Cash

Accepting and validating Diners Club and Carte Blanche credit cards

Setting up multiple card authorization accounts

Customizing credit card expiration dates for e-Series

Setting up authorization options in Fund Raising

Setting up European debit card authorization

Database schema for card authorization accounts and cash accounts


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