Setting up credit card terminal how to#

While Simulate mode is enabled, responses will be simulated locally on the workstation and your workstation will not communicate with CPGateway/CPDialup. Simulate – Select this mode to simulate authorized responses for demonstration purposes. While Test mode is enabled, your workstation will communicate with CPGateway/CPDialup but CPGateway/CPDialup will not contact your processor. Test – Select this mode to test authorizations through CPGateway or CPDialup, as appropriate. Live – Select this mode to enable regular, daily credit card processing. Select one of the following options to specify the credit card authorization operating mode you want to use: If you are using CPGateway, type the CPGateway merchant number you received when you signed up at Operating mode When you select this check box, the Use AmEx direct check box and AmEx SE number field become available. If you are using CPGateway, select this check box to enable CPGateway processing as your primary authorization and settlement method. If you are using a secondary dial-up server, type its name or IP address. Type the name or IP address of your primary dial-up server.

Setting up credit card terminal how to#

Refer to the appropriate section for your processor for more information about how to determine your Settlement terminal ID. The value you should enter in this field depends on the processor you are using. Settlement terminal IDĮnter the terminal ID to use for batch settlement. Refer to the appropriate section for your processor for more information about how to determine your Authorization terminal ID. Authorization terminal IDĮnter the terminal ID to use for credit card authorizations. Further, you cannot accept a debit card for refunds, unless the debit card is also a credit card, in which case it can be used for refunds as a credit card. You may NOT accept debit cards if you are set up under the MOTO or Ecommerce industry types. You can only accept debit cards as a method of payment if you are set up with your processor under the Retail industry type. Refer to Industry Types for more information about the available Industry type options.

Select Retail, Mail-order/Telephone-order ( MOTO), or Ecommerce, as appropriate to obtain the most favorable processing rates for your business.

Select FDMS North (First Data North), FDMS South (First Data South), TSYS (formerly Vital), Paymentech, Lynk, or Moneris as your processor. Refer to the appropriate section for your processor for more information about how to determine your merchant number. When you have defined the necessary pay codes, select Setup > Point of Sale > Stores and use the Credit Cards tab to define credit card settings for each of your stores.Įnter your merchant number in the appropriate format for your processor. Setting up credit card processing Step 13: Set up store credit cards