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credit_card_processing_set-up [2019/01/27 11:29] (current)
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 +Users with the SMS credit card processing module can process credit cards online without need for terminals. This document discusses the steps to set up SMS this processing.
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 +[[specifications_for_usb_magnetic_card_swipes|Specifications for USB Magnetic Card Swipes]] can be purchased from Cyrious or elsewhere in order to capture the magnetic track data (and obtain more favorable rates), though this is not required in order to use the module.
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 +===== Concept =====
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 +The steps involved in setup are:
 +  - Ensure you are running SMS 8.90 or higher so that you are PCI compliant.
 +  - Purchase the module from Cyrious.
 +  - Apply for a merchant account through [[capital_q|Capital Q]] (for U.S. users) or [[nxgen_canada|NXGen Canada]] (for Canadian users).
 +  - Obtain the configuration information from capital_q|Capital Q or nxgen_canada|NXGen Canada.
 +  - Enter your account information and activate online processing.
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 +
 +===== Steps =====
 +  - Ensure you are running SMS 8.90 or higher so that you are PCI compliant.
 +    * Click on Help | About SMS... on the menu.
 +    * Confirm that the Version number begins with **08.90** or higher.
 +  - Purchase the module from Cyrious.
 +    * You can check if the module is authorized on the Database & Module info on Help | About Control ... dialog. If you have "​Credit Card Processing"​ under the list of modules authorized then you already have the module installed.
 +    * To order the module, contact Cyrious Technical support by emailing [[mailto:​supportcyrious.com|mailto:​support@cyrious.com]] or by calling 888-552-9823 in North America, or 1-225-752-2866 outside of North America.
 +    * After processing payment (online of course!) Technical Support can connect to your system and immediately authorize the module in your system.
 +  - Apply for a merchant account through capital_q|Capital Q or nxgen_canada|NXGen Canada.
 +    * ===capital_q|Capital Q (for U.S. users)=== ​
 +      * Cyrious Software only supports credit card processing through capital_q|Capital Q, who uses Elavon. While this may exclude many good suppliers, for support and reliability reasons Cyrious has elected to only maintain one strategic partner in this area. Fortunately,​ capital_q|Capital Q's very open cost-plus pricing model has resulted in great savings for Cyrious users and Cyrious is very pleased with the alliance.
 +      * To sign up, go to [[http://​www.capitalq.com/​cyrious]] or contact capital_q|Capital Q directly using this [[capital_q|Capital Q]].
 +    * ===nxgen_canada|NXGen Canada (for Canadian users)=== ​
 +      * Cyrious Software only supports credit card processing through nxgen_canada|NXGen Canada, who uses Elavon. While this may exclude many good suppliers, for support and reliability reasons Cyrious has elected to only maintain one strategic partner in this area.
 +      * To sign up, go to this page for their [[nxgen_canada|NXGen Canada]].
 +    * capital_q|Capital Q or nxgen_canada|NXGen Canada will provide you with the following information:​
 +      * **Registration Key**: Your registration number.
 +      * **Bank Number**: The processing bank ID.
 +      * **Terminal Number**: The ID of this "​terminal",​ or client processing machine.
 +      * **Vendor ID**: Usually "​CQ"​.
 +      * **Host Name**: The address of the processor. Usually "​webgate.viaconex.com"​.
 +      * **Market Segment**: The type of customer you deal with. Usually "​Retail"​ if you have a lot of in-person payments (card present) and "​MOTO"​ if you are dealing with remote payments (card not physically present).
 +    * Click on Mgmt>​Set-Up>​Setup User Options.
 +    * Select Credit Card Options on the list on the left.If you don't see this option, the Credit Card module is probably not enabled. Contact Cyrious Technical Support to purchase this module.
 +    * Click "​Edit"​
 +    * Check the "​Enable credit card processing"​ checkbox.
 +    * Select "​Elavon PCI" as the processor.
 +    * Enter the configuration information provided by capital_q|Capital Q or nxgen_canada|NXGen Canada.
 +    * Select the payment methods that you want to process online.
 +      * **Warning**:​ Enabling credit card processing does not take effect if you don't check the boxes to apply it to that payment method.
 +      * **Warning**:​ American Express and Discover are separate processors that must be enabled when setting up your capital_q|Capital Q or nxgen_canada|NXGen Canada account. If you accept these payment methods ensure that you let capital_q|Capital Q or nxgen_canada|NXGen Canada know when you are creating your account.
 +    * Click "​Save"​ to save the information.
 +    * Click on the "​Test"​ button to confirm connectivity to Elavon'​s gateway. You should receive the response "Test Successful."​ If you receive another message, reboot the server computer and retest. If you still receive an error message, contact Cyrious Technical Support.
 +    * Close the "User Options"​ window.
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 +Congratulations. Your system is now setup to process credit cards online.
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 +**capital_q|Capital Q also recommends that you set up an account at the site below and use it to view your processing once it has been sent to their system from Control.**
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 +[[https://​www.merchantconnect.com/​CWRWeb/​register.do]]
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