How do I set up credentials for credit card and electronic check validation?
If you would like to use a third-party application to process credit card and electronic check transactions, you will need to set up the credentials to access the merchant account. When you enter a payment type for a credit card or electronic check, the credentials allow you to log in to use the merchant account to process the credit card or electronic check and then allow the merchant account to send back the transaction status as successfully processed or failed to process.
Supported third-party providers
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Caselle Credit Card - Powered by Zift
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Caselle eCheck - Powered by Zift
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Government Payment Processing - Credit Card
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Intellipay - Credit Card
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Point & Pay - Credit Card
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Point & Pay - eCheck
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Xpress Bill Pay - Credit Card
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Xpress Bill Pay - eCheck
Requirements
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Caselle Payment Import/Online Payments. You will need to purchase this add-on to use the Cash Receipting application with credit card processing software from a third-party vendor. This add-on will format the credit card information for the third-party vendor so you can send and receive credit card information.
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Third-party application for processing credit card payments. Choose a vendor to process credit card payments and then work with them to set up a merchant account. You will need credentials from the vendor to set up the payment type and enter the user name and password for accessing the vendor merchant portal.
Adding credentials for merchant account
1. Open Connect Cash Receipting > Organization > Organization.
2. Click to select the Passwords tab.
3. In the section titled Credit Card Validation, enter the user name, password, third party ID, and product ID.
The third-party vendor will send you credentials to log in. This information is encrypted. To view the information, click Show Passwords.
Organization, Passwords tab - Credit card validation
User name
Enter the user name for logging in to the merchant account. Required for all merchant accounts.
Password
Enter the password for the user name. Required for all merchant accounts.
Third party ID
Enter the identification code provided by the third party vendor. This field is only required for Caselle - Powered by Zift and Point & Pay. Leave this field blank if you're using another merchant account.
If you're using Point & Pay, this is the partner code. If you're using Caselle - Powered by Zift, this is the account ID.
Product ID
Enter the product code provided by the third party vendor. The product ID identifies the Caselle cashier payment that are coming from Connect Cash Receipting and being sent to the Point & Pay merchant account.
This field is only required for Point & Pay. Leave this field blank if you're using another merchant account.
4. Click Save (CTRL+S).
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