Payment Forms

The Payment Form allows your customers to process secure credit card payments from your website. To get to the Payment Forms page, click "Settings" on the main menu and then click "Payment Forms."

Overview

Add A New Payment Form

To add a new payment form, click "+ Add Payment Form" on the upper right hand side of your Payment Forms settings page.

Overview

Settings

After you create the form, the 'Settings' page for your new form will appear (see below).

Overview

Below are explanations for each of the settings on this page:

Form Name

Overview

This is a label/title for your payment form. This name will appear in the transaction "Source" field in reports and transaction details for all the transactions processed through this form. It is also the default title for your payment form. Please Note:This is the only required field.

PIN

Overview

This is an optional security feature. The PIN is something you create. It can contain letters and numbers and be the length of your choosing, or you can choose not to enter one at all.

Transaction Result

Overview

This determines if a customer is sent to a default screen, or to a custom destination of your choosing after they process their transaction. Click the drop down menu to select one of the following options:

  • Display Result: Your customer is sent to the customizable approved or declined screen provided by the gateway (this is the default option).
  • Redirect Customer to URL: Your customer is sent to a specified URL for approved transactions and another specified URL when the transaction result is a Decline or Error. Result variables are sent as GET variables.
  • Display Result and POST to URL: Your customer briefly sees the result screen before being redirected to a specified URL. Result variables are sent as POST variables.

Approved and Declined URLs

Overview

If you choose the Transaction Result options “Redirect Customer to URL” or “Display Result and POST to URL,” you must enter this information. Approved transactions will be redirected to the Approved URL, and declined transactions will be redirected to the Declined URL after transaction is processed.

Email Merchant Receipt To

Overview

This field specifies the email address where you would like to receive merchant receipts. You will receive these every time a transaction is processed through your payment form. Enter the email you where you want to send your merchant receipts. If entering more than one email, separate each address using commas.

Duplicate Transaction Handling and Time Limit

Overview

This feature allows you to prevent unintentional duplicate transactions (like when customers click the back button in their browser while processing). This feature folds transactions when two or more transactions:

  • 1) happen within a specified Time Limit and
  • 2) the specified criteria matches.

Folding a transaction means the transaction will only be charged ONE time. In the event a duplicate transaction is detected, the system will fold in the second transaction and the the customer will be shown the first authorization again. To enable this feature enter a number of minutes in the "Time Limit" field and select one of the following options in the drop down menu:

  • None: Potential duplicates are treated as new transactions and NO transactions will be folded.
  • Fold if ALL data matches: Transactions processed within the time limit where all transaction data matches will be folded. Duplicate transactions must be processed on this payment form to be folded.
  • Fold if card #, amount, order ID, and source match: Transactions processed within the time limit with the same card number, amount, and order ID will be folded. Duplicate transactions must processed on this payment form to be folded.
  • Fold if card # and amount match: Transactions processed within the time limit with the same card number and amount will be folded. When this option is enabled, the gateway looks at ALL previous transactions on the account (not just those processed on this form), when determining if a transaction is a duplicate.

Please Note: This option is not compatible with check transactions and should not be used in conjunction with the Duplicate Detection fraud module.

Allowed IPs

Overview

If anything is entered here, only IP addresses on the list can process transactions through this payment form. Normally this is left blank so that any customer can make a payment on your payment form.

Disable Processing

Overview

If you check this box, all processing through this payment form will stop.

Accepted Commands

Overview

This allows you to restrict what processing commands can be used with this form. Default accepted commands are Credit Card Sale and Check Sale.

Payment Methods

Overview

This allows you to choose which forms of payment you will accept (i.e. Visa, MasterCard, Check). Accepted methods are highlighted in blue, those highlighted in grey are not accepted. Simply click the payment method icon to enable it and click again to disable the method. The allowed methods will be displayed at the top of your form. Please Note: The 'Pay by Check' section of the form will only appear if checks are enabled in this section. The 'Credit Card Information' section will only appear if one or more card types are enabled.

Delete, Cancel, Apply, and Save

After you have adjusted your settings, click one of the following options:

Click DELETE to discard any unsaved changes and delete the form entirely.

Click CANCEL to discard any unsaved changes you have made and go back to your payment form list.

Click APPLY to save any changes you have made and stay on this screen.

Click SAVE to save any changes you have made and go back to your payment form list.

Template

After you have entered a form name and selected your desired options, click ‘Template’ in the upper right corner of the screen. You can return to the Settings section at any time. The 'Template' section is where you can use the easy drag and drop method of customizing your payment forms. Here is the basic Template screen and descriptions of your options on this screen:

Overview

  • Payment Form - This allows you to edit the payment form including the following options: Order Summary, Credit Card Information, Billing Information, and Shipping Information.
  • Approved Screen - This allows you to edit the Approved Transaction screen. Only applicable if you selected 'Display Result' or 'Display Result and POST to URL' in the payment form settings.
  • Declined Screen - This allows you to edit the Declined/Error Transaction screens. Only applicable if you selected “Display Result” or “Display Result and POST to URL” in the payment form settings.
  • Preview - This allows you to see what your payment form will look like.
  • Advanced Edit - This allows you to edit the HTML of your form and is only recommended if you know HTML. Please Note: Once you choose to use the advanced editor, you will no longer be able to use the template editor for this payment form.

The left side of the screen (titled 'Demo Form' in the screenshot), allows you to edit your template. Functionality is further described in Customize Payment Form section of this page.

The right side of the screen (titled 'Instructions' in screenshot), allows you to change a selected piece of the form. Functionality is further described in Customize Payment Form section of this page.

Click DELETE to discard any unsaved changes and delete the form entirely.

Click CANCEL to discard any unsaved changes you have made and go back to your payment form list.

Click APPLY to save any changes you have made and stay on this screen.

Click SAVE to save any changes you have made and go back to your payment form list.

Customize Payment Form

The instructions below walk you through how to customize the payment form in Drag and Drop mode. You also have the ability to further customize the form in 'Advanced Editing' mode by clicking on 'Advanced Editing' in the upper right hand corner. Please Note: If you choose to switch to 'Advanced Editing' mode, you cannot convert the form back to the Drag and Drop method of editing. You can find some commonly used templates and other information about 'Advanced Editing' here.

Title

Clicking on the title will allow you to change the Title and Description. The right side of the screen will look like this:

Overview

  • Title- Appears as the main title at the top of the form.
  • Description- Appears as the subtitle right below the main title of the form.

Sections

Clicking on any of the blue bars will allow you to edit, move, or remove a section of the form. The right side will look like this:

Overview

  • Title- Appears as the title of the section you have clicked on.
  • Description- Appears as the subtitle right below the section. Usually a description of the section.

‘Delete Section’ button will remove the entire section from the form. To move a section, click on the blue header bar and drag it anywhere else on the form. Deleting and moving the section will also delete/move and fields within that section.

At the very end of the form, you will see the +NEW SECTION button which allows you to add a new section to your form.

Fields

Clicking on a field will select the field and allow you to edit, move, or delete it. To move a field, simply click and drag it. A grey outline will appear to show you where it will be moved. To delete a field, simply click the red box with an “x”. To edit a field, look at the right side of the screen which should now look like this:

Overview

  • Label - This is the text that appears on the left side of the field.
  • Hide Label - When checked, the field label is hidden.
  • Help Text - This text appears below the input field.
  • Input Type - This allows you to decide if this field can be used by the customer. Select one of the following options from the drop-down menu:
    • Text: The customer can type in text.
    • Hidden: The customer will not see this field. Using a default value is recommended.
    • Display Only: The customer can see the field but cannot edit it.
  • Default Value - This is what is in the field when the customer loads the form. When the ‘Input Type’ is set to ‘Text’, the customer can change it to something else. When the ‘Input Type’ is set to ‘Hidden’ or ‘Display Only’, this is what will be submitted when the transaction is processed.
  • Placeholder - This text shows in the text box until the customer changes it, but will not be submitted with the transaction.
  • Rows - This only appears for text area fields. It allows you to change the number of rows in a text area.
  • Value / Text - This only appears when the field you have added is a drop-down menu (see screenshot below).
    • Value: This is what is submitted to the gateway.
    • Text: This is what is displayed on the drop down menu.

Overview

The + button can be found at the end of each section. It allows you to add a new field to that section. You will be shown a drop-down menu with all the available payment form fields. Please Note: If you add the same field twice, one will be ignored when the customer processes a transaction.

Approval Screen

If you have selected the ‘Display Result’ option in the payment form settings you can customize the approval screen in the gateway. Click ‘Approved Screen’ on the template page to edit the screen your customers see when a transaction is approved. This screen is edited the same way as the payment form except that all fields are restricted to display only. The default ‘Approved Screen’ is pictured below:

Overview

Decline Screen

If you have selected the ‘Display Result’ option in the payment form settings you can customize the decline screen in the gateway. Click ‘Declined Screen’ on the template page to edit the screen your customers see when a transaction result is sections pictures below at a time. The ‘Payment Declined’ section will be shown for transactions that result in errors. Like the ‘Approved Screen,’ the fields will always be display only.

Overview

Click the Overview icon located at the right-hand side of your Payment Forms homepage.

Overview

Enter the payment form name you want to view or edit on the open search field. Your page will automatically update once you start typing the payment form’s name.

Overview

 

For inquiries contact us at (720) 277-0648